Primary Role: Business Administrator (BA)
Focus: Learn
Where: Admin Portal
🧭Before You Start (Important)
Requires Business Administrator role
Changes apply organization-wide and immediately
Group changes can impact workflows, user access, and reporting
🎯Why It Matters
Groups define sites in ANVL
Group configuration impacts:
Workflow deployment
User access
Reporting and analytics
Changes apply to live sites
⏱️When to Do This
Managing existing Groups (Sites)
Preparing a Group for workflow deployment
Reviewing or validating site configuration
Supporting user access or bulk actions
🛠️Steps: Access Group Management
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)
Watch Out For…
New Groups do not inherit tags or categories
Workflow Categories must exist before workflows can be deployed
Incorrect Group setup can block publishing or impact reporting
What You Should See
Groups listed with IDs and metadata
Group-level actions available when a Group is selected
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.
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Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal