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How Do I Edit Group (Site) Information In-Line in Group Management?

Edit Group (Site) information directly in the Group Management table to update site details and configuration.

Written by Lauren Baird
Updated over a week ago

Edit Group (Site) details directly in the Group Management table in the Admin Portal. Changes apply immediately to live sites and may impact active workflows, reporting, or integrations. Confirm you are editing the correct Group before saving.

Group information controls site behavior, workflow timing thresholds, hierarchy metadata, and reporting accuracy. Incorrect edits can disrupt workflows or downstream integrations.


Answer

Business Administrators can update editable Group fields directly within the Group Management table. Changes are saved in-line and take effect immediately.


Steps

  1. Open Group Management in the ANVL Admin Portal.

  2. Locate the Group you want to update.

  3. Click directly into the editable field.

  4. Enter the updated value.

  5. Select Save.

  6. Verify changes were successful in the Successful Submissions table.
    Follow the steps in Verify User Update Results & Resolve Errors

  7. Click Refresh or refresh the browser page.

  8. 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.


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


Additional Details

Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal

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