Group Management

As the Buyer Admin, you can create, view, and manage your organization’s groups on the IENT Application. 

You can perform the following operations:

Create Groups

To create new Groups:

1. Login to the IENT Application.

2. Click on Settings > Group Management.

   

3. 

   Click on the + button on the top right corner. 

4. Enter the following details of the new Group:

   

   1. Unique Name: Assign a unique name to the new group.
      Note: This is a mandatory field.

   2. Name: Enter the new group’s name.
      Note: This is a mandatory field.

   3. Status: Select the new group’s status (active/inactive) from the dropdown.
      Note: This is a mandatory field.

5. Click on Submit.

View Groups

To view all your created Groups:

1. Login to the IENT Application.

2. Click on Settings > Group Management.

   

3. 

   The following details of all Roles are displayed:

   1. ID

   2. Unique Name

   3. Name

   4. StatusYou can Toggle the status button of any group, to activate or deactivate said the group.

See here to explore how you can search, view, sort, and filter all the displayed records.

Edit Groups

To edit all your Groups:

1. Login to the IENT Application.

2. Click on Settings > Group Management.

   

3. 

   Click on any group to edit, or select Edit from the kebab menu of any group.

   

4. The following details of the selected group can be edited:

   

   • Unique Name: Edit the unique name of the group.
     Note: This is a mandatory field.

   • Name: Edit the group’s name.
     Note: This is a mandatory field.

   • Status: Select the group’s status (active/inactive) from the dropdown.
     Note: This is a mandatory field.

5. Click on Submit. 

Delete Groups

To delete a Group:

1. Login to the IENT Application.

2. Click on Settings > Group Management.

   

3. 

   This will display all the created groups. On the group that you want to delete, click on the kebab menu icon and select Delete.

   

4. Confirm the deletion by clicking on Yes.

   

Download and Export Groups

To download a list of groups:

1. Login to the IENT Application.

2. Click on Settings > Group Management.

   

   

3. Select the groups that you want to download and click on the kebab menu on the top right corner of the screen and select Download Options.

   

   • Download as PDF: Export all the selected records in the data table in PDF format.

   • Download as CSV: Export all the selected records in the data table in CSV format.

4. To export groups to a specific tenant, select the groups and then click on Export to Tenant from the kebab menu on the top right corner, and select a target tenant.

   

   The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.