# Groups Settings
The **Groups** section in the **AR Genie Portal** allows administrators and owners to manage user groups, control membership, and assign roles to specific teams within the organization.
> π *Note:* The **Groups** page is only accessible to **Admin** and **Owner** roles. It is **not available for Agent roles.**
***
## Accessing the Groups Page
{% stepper %}
{% step %}
Log in to your AR Genie Portal account.
{% endstep %}
{% step %}
Navigate to **Home β Settings β Groups**.
{% endstep %}
{% endstepper %}
Here, you can view all groups created within your organization, add new ones, manage members, and assign group-specific roles.
*Figure 1: Navigation path to reach the Groups settings page.*
Figure 1
***
## Groups List Overview
The **Groups List** displays all existing groups within your organization. Each entry provides a quick overview of the group name and the number of members in it.
| Column | Description |
| ----------------- | ------------------------------------------------------------------ |
| **Group Name** | The name of the group created (e.g., Administrator, Agent, Owner). |
| **Members Count** | The total number of members assigned to the group. |
Available actions:
* **Search Bar** β Quickly locate a group by typing its name.
* **Create Group** β Add a new group to the organization.
*Figure 2: The Groups list view showing all available groups and member counts.*
Figure 2
***
## Creating a New Group
{% stepper %}
{% step %}
Click on **Create Group**.
{% endstep %}
{% step %}
Enter the desired **Group Name**.
{% endstep %}
{% step %}
Assign roles to the group if required.
{% endstep %}
{% step %}
Click **Save** to confirm creation. The new group will appear in the **Groups List**.
{% endstep %}
{% endstepper %}
*Figure 3: Create Group interface for adding a new user group.*
Figure 3
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## Viewing Group Details
Click on any group name from the list to open the **Group Details** page. This section provides information about the group and available management options.
### Fields Available:
| Field | Description |
| ---------------- | -------------------------------------------------------- |
| **Group Name** | Displays the name of the selected group. |
| **Roles** | Lists the roles associated with the group (e.g., agent). |
| **Delete Group** | Removes the group permanently from the portal. |
{% hint style="danger" %}
Caution: Deleting a group cannot be undone and will remove all member associations.
{% endhint %}
*Figure 4: Group details page displaying group name and assigned roles.*
Figure 4
***
## Managing Group Members
The **Members** tab allows administrators to view and manage users assigned to a group.
Features:
* **Search by Name** β Find specific members easily.
* **Add Member** β Add a user to the group.
* **Remove Member** β Remove an existing member from the group.
### Columns:
| Column | Description |
| -------------------------- | --------------------------------------------------- |
| **Email** | Userβs registered email address. |
| **First Name / Last Name** | The userβs full name. |
| **Status** | Displays whether the member is enabled or disabled. |
*Figure 5: Members tab showing all users assigned to a specific group.*
Figure 5
***
## Assigning Group Roles
The **Roles** tab is used to assign or remove roles within a selected group. Roles determine what permissions and actions group members can perform inside the AR Genie Portal.
Available actions:
* **Assign Role** β Add a specific role to the selected group.
* **Unassign Role** β Remove a role from the group.
* **Search by Role Name** β Locate a role quickly from the list.
Example role available: **agent**
*Figure 6: The Roles tab for managing role assignments within a group.*
Figure 6
***
{% hint style="info" %}
Best practices:
* Use clear and descriptive group names to make role management easier.
* Regularly review group membership and permissions to maintain security.
* Avoid assigning overlapping roles unless necessary for workflow.
* Remove unused groups to keep the system organized.
{% endhint %}
***
This guide helps AR Genie administrators efficiently create and manage user groups, assign roles, and maintain team structure within the portal settings.
## ENDS
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