Primary Role: Business Administrator (BA)
Learning Focus: Apply
Where: Admin Portal
🧭Before You Start (Important)
Requires Business Administrator access
Groups are created live and available immediately
New Groups do not inherit configuration from existing Groups
Additional setup is required before workflows or assignments can be used
🎯Why It Matters
Enables consistent site creation at scale
Group configuration affects:
Workflow deployment
User access
Reporting and analytics
⏱️When to Do This
Creating one or more new Sites (Groups)
Expanding to new regions or divisions
🛠️Steps: Bulk Group Creation
Open the ANVL Admin Portal
Navigate to Bulk Group Creation
Download the provided CSV template
Enter one row per Group (Site), completing required fields [Group (Site) Fields Reference]
Save the file as .csv
Upload or drag and drop the CSV file
Review the rows in the validation table
Correct any issues directly in the table, if needed. Click Save after making changes.
Select Submit to create the Groups.
Verify the new Groups in Group Management
REQUIRED: Set up Workflow Categories
IF Work-First: Set up Work Item Categories
What Can Be Set During Bulk Group Creation
Group Name
Time Zone
Group Tags (including required
groupType)Emergency contact fields (if applicable)
Group-level timing and notification settings (if enabled)
For field definitions, formats, and required values, see Group (Site) Fields Reference.
✅What You Should See
Submission results returned after upload
Groups listed in Group Management with:
IDs
Names
Tags and metadata
⚠️Watch Out For…
New Groups do not inherit Workflow Categories or Work Item Categories from existing Groups. These items must be created for all new groups:
Missing or incorrect
groupTypeimpacts reporting and workflow deploymentInvalid time zone formats will cause submission errors
If your organization uses ANVL integrated with other Benchmark Gensuite applications, editing Group (Site) details may require updates to site mappings.
Integration Considerations for Group (Site) Changes & AdditionsNewly created Groups must be configured before workflows, assignments, or reporting are available
🔗Related Articles
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal