Primary Role: Business Admin (BA)
Focus: Learn
🎯Why It Matters
Groups represent sites or locations in ANVL.
They determine:
Which users can access which sites
Where workflows are deployed
How assignments, reporting, and analytics are scoped
Understanding Groups is foundational to access control and system structure.
⏱️When to Do This
Creating or managing sites
Assigning users to locations
Deploying workflows or assignments
Reviewing access or reporting structure
📝Key Concepts
What a Group Represents
A Group typically represents a site, facility, region, or operational unit.
Each Group acts as a container for:
Users
Workflows
Assignments
Site-specific configuration
What Groups Store
Groups store:
User membership (who can access the site)
Workflows and workflow categories
Assignments and schedules
Group metadata, defined using Group Tags
Group Tags are commonly used for:
Reporting and analytics
Program structure (e.g., region, business unit)
Group Management view in the ANVL Admin Portal showing Groups with IDs and metadata.
How Users Interact with Groups
Users interact with Groups as sites across ANVL.
Group selection controls where users can see data and perform work.
ANVL Manager
In ANVL Manager, the My Group dropdown acts as a site selector.
Changing the selected Group updates:
Visible data and dashboards
Assignments and schedules
Available workflows
My Group dropdown in ANVL Manager used to switch between sites.
ANVL Workflows
In ANVL Workflows, Group access determines:
Which sites a user can access
Where a user can start and submit workflows
For Work-First organizations, Group access also controls:
Which Work Folders users can view and use
Workflow selection screen showing site-specific access based on Group membership.
Reporting and Analytics
Groups are foundational to reporting:
All submissions are tied to a Group (site)
Reporting and analytics are scoped and filtered by Group
Group Tags enable aggregation across regions, programs, or business units
Reporting aggregated by Group (Site).
🔑Key Takeaways
Groups = sites in ANVL
Access, workflows, and assignments are Group-based
Group structure drives visibility, reporting, and deployment
Proper Group setup is critical before user or workflow configuration
🔗Related Articles
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal