Primary Role: Business Administrator (BA)
Focus: Apply
Where: Admin Portal - Group Management
🧭 Before You Start
You must have Business Administrator access to edit Group (Site) information.
Changes made here apply immediately to live sites and may impact active workflows, reporting, or integrations.
Confirm you are editing the correct Group before saving changes.
🎯Why It Matters
Group information controls live site behavior, workflow timing, and reporting accuracy.
Changes apply immediately and affect active users.
Incorrect edits can disrupt workflows, analytics, or downstream integrations.
⏱️When to Do This
Updating site details
Adjusting workflow timing thresholds
Correcting metadata or tags
Editable Group Fields (Inline)
See Group (Site) Fields Reference for more details.
Field | Notes |
Group Name | Display name for the site |
Time Zone | Must remain valid IANA format |
Emergency Name | Site emergency contact name |
Emergency Phone | Site emergency contact number |
Tags | Metadata used for reporting and hierarchy |
Assessment Timeout | Time (in hours) before an in-progress assessment is marked incomplete and the user can no longer complete it |
Assessment Add Note Timeout | Time (in hours) after completion during which notes can still be added |
Assessment Watch Threshold | Time threshold (in hours) that triggers a “yellow” Daily Digest indicator |
Assessment Warn Threshold | Time threshold (in hours) that triggers a “red” Daily Digest indicator |
🛠️Steps: Edit Group Information
Open Group Management in the ANVL Admin Portal.
Locate the Group you want to update.
Click directly into the editable field.
Enter the updated value.
Select Save.
Verify changes were successful in the Successful Submissions table.
→ Follow the steps in Verify User Update Results & Resolve ErrorsClick Refresh or refresh the browser page.
Confirm changes were successful.
Before You Edit Group Tags
Group Tags support hierarchy and reporting.
Before making changes, review Group (Site) Tags to understand how tags are used and when updates may impact reporting or integrations.
⚠️Watch Out For
⚠️Changes apply immediately
Ensure each Group maintains the correct groupType tag.
→ See Group (Site) TagsSome changes may affect reporting or integrations
→ See Integration Considerations for Group (Site) Hierarchy ChangesGroup metadata does not sync across Groups
✅What You Should See
Updated values reflected in the Group row
🔗 Related Articles
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal