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Group Management | System

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The Manage Groups and Distribution features allow System Administrators to quickly create and manage groups while maintaining consistent permissions and settings across the organization.

Note: These features are available only to System Administrators.

Note: A group license is not automatically added to the newly created group. Please create the group license for each group according to your preferences and policies

Accessing the Manage Groups Function

  • Go to System Admin.
  • Navigate to Groups.
  • Click Manage Groups.

You will now see an overview of all existing groups in the system.

Create and Manage Lab Groups - Step 13.png

 

Creating a New Group

You can create a new group in two ways:

1. Create Group from Scratch

  • Specify the group name and assign a group owner.
  • Optionally, you may add yourself as a group member.
  • Configure custom permissions and settings as needed.
Create and Manage Lab Groups - Step 18.png

 

2. Create Group from Source (Duplicate Existing Group)

  • Duplicate an existing group to ensure a consistent setup across multiple groups.
  • This option copies:
    • Roles
    • Permissions
    • Group settings
    • Group policies
  • Optionally, sample types can also be included in the duplication.
Create and Manage Lab Groups - Step 9.png

Using a source group as a template helps streamline setup and reduce configuration errors.

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