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Create Group

Purpose

Create a group so you can manage access for several users together in EisenVault One.

Note: This action may require administrator privileges.

Prerequisites

  • You are signed in as a user administrator or system administrator.
  • You can open Admin-tools > Groups.
  • You have permission to create groups.

Before You Begin

Groups are containers for users and subgroups. After a group is created, you can add users or nested groups, then use the group wherever EisenVault One lets you assign access at scale.

Use clear group names that match a job function, team, or access purpose, such as Records Reviewers or Finance Approvers.

Create a Group

  1. Open Admin-tools from the left navigation.
  2. Select Groups.
  3. Click Add Group.
  4. Enter the group name.
  5. Save the group.

Example Walkthrough

  1. Open Admin-tools > Groups and click Add Group.

    Groups page with Add Group highlighted and sample group membership counts visible

  2. After the group is created, open it to add users or subgroups.

Expected Result

  • The group appears in the groups list.
  • You can open the group details page to manage membership.
  • The group can be used when assigning permissions or organizing users.