Group Management is where Business Administrators manage Groups (Sites) and Group-level configuration in the ANVL Admin Portal. Changes made here apply immediately and can impact workflows, user access, reporting, and integrations. Group configuration directly affects live sites across the organization.
Use caution—these are live, organization-level edits.
Answer
Group Management allows Business Administrators to view, configure, and maintain Group (Site) records, including tags, categories, and metadata required for workflow deployment and reporting.
Steps
Open the ANVL Admin Portal
→ See Access the ANVL Admin Portal for login steps.Select Group Management from the navigation.
Use search, filters, or sorting to locate Groups.
📝What You Can Manage
View Group (Site) records
Reference Group IDs
Manage Group Tags and hierarchy metadata
Add or update Workflow Categories (required)
Add or update Work Item Categories (Work-First orgs only)
Best Practices
Verify each change before moving to the next.
Avoid bulk updates unless necessary.
Remember: these are live edits.
Always republish workflows before deleting any categories.
Group changes may affect bulk user actions and supervisor assignments.
Additional Details
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal