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Archive Group (Site) (Business Administrator)

Safely retire a Group (Site) by removing users, cleaning up assignments, and updating the Group status for reporting and integrations.

Lauren Baird avatar
Written by Lauren Baird
Updated over a week ago

Primary Role: ANVL Business Administrator (BA)
Focus: Apply

Where: Admin Portal, ANVL Manager - Work Folders


🧭 Before You Start

  • Archiving a Group (Site) is a multi-step process and should be done deliberately.

  • Users must be moved out of the Group before it is archived.

  • All Assignments must be removed before users are moved.

  • Archiving is performed by updating Group Tags and renaming the Group, not by deleting it.


🎯 Why This Matters

  • Archived Groups should no longer receive users, assignments, or active work.

  • Proper archiving preserves historical data while preventing future use.

  • Incorrect sequencing can result in assignment errors, reporting gaps, or integration issues.


⏱️ When to Do This

  • Retiring a site that is no longer operational

  • Consolidating sites into a new or existing Group

  • Preparing for organizational restructuring or system cleanup


🛠️ Steps: Archive a Group (Site)

1. Remove Assignments from Users

Before moving users out of the Group, ensure all Assignments are deleted.

Do not proceed until all Assignments are removed.


2. Move Users to the Correct Group (Site)

Once Assignments are cleared:

Confirm the Group has no remaining users before continuing.


3. Update the Group Tags

In Group Management:

  • Edit the Group’s Tags

  • Update the groupType value to:
    groupType:ARCHIVED

This ensures the Group is excluded from active reporting and deployment logic.
See Edit Group (Site) Information


4. Rename the Group

Still in Group Management Edit the Group Name to:
ARCHIVE [Original Group Name]

This visually identifies the Group as archived.


⚠️ Watch Out For…

  • Do not archive a Group that still contains users or Assignments.

  • Archiving a Group does not automatically archive it in integrated systems.

  • Archived Groups should not be reused or repurposed.

  • Reporting issues may occur if groupType is not updated correctly.


What You Should See

  • No users remain in the Group.

  • The Group name is prefixed with ARCHIVE.

  • The Group has a groupType:ARCHIVED tag.

  • The Group no longer appears as an active site for assignments or deployment.


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

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