Answer
A Group in ANVL represents a site, facility, region, or other operational unit. Groups act as containers that connect users, workflows, assignments, and configuration to a specific part of the organization.
Groups are foundational in ANVL because they determine:
where users can work
where workflows are deployed
how assignments are scoped
how reporting and analytics are filtered
Groups also affect live visibility, hierarchy, and system behavior across the organization.
Steps
Review Groups in the Admin Portal
Open the ANVL Admin Portal.
Go to Group Management.
Locate the Group you want to review.
Understand what a Group represents
Identify what the Group represents in your organization, such as a site, facility, region, or operational unit.
Confirm that the Group structure matches how your organization wants to manage access, workflows, and reporting.
Review what the Group controls
Review which users are assigned to the Group.
Confirm which workflows are deployed to the Group.
Confirm the correct Workflow Categories exist for deployment.
Review any Group Tags or metadata used for hierarchy, reporting, or analytics.
Confirm assignments and schedules are scoped to the correct Group.
Group Management view in the ANVL Admin Portal showing Groups with IDs and metadata.
Understand how users interact with Groups
In ANVL Insights
The My Group selector acts as the site selector.
Changing the selected Group changes the data, assignments, workflows, and reporting the user sees.
In ANVL Workflows
Group access determines which sites a user can enter.
Group access determines where a user can start and submit workflows.
If your organization uses Work Folders, Group access also affects which folders the user can see and use.
Workflow selection screen showing site-specific access based on Group membership.
In reporting and analytics
Workflow submissions are tied to a Group.
Reports and analytics are filtered and grouped by Group.
Group Tags can be used to roll up data across regions, business units, or programs.
Reporting aggregated by Group (Site).
Helpful notes
Groups store things like user membership, workflow availability, assignments, workflow categories, and Group metadata.
If a user cannot see the workflows, data, or assignments they expect, Group access is often the first thing to check.
Group structure affects not only access, but also reporting consistency and deployment behavior across the organization.