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.
🔒 Note: The Groups page is only accessible to Admin and Owner roles. It is not available for Agent roles.
Accessing the Groups Page
Log in to your AR Genie Portal account.
Navigate to Home → Settings → Groups.
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.
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.
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 – Quickly locate a group by typing its name.
Create Group – Add a new group to the organization.
Figure 2: The Groups list view showing all available groups and member counts.
Creating a New Group
Click on Create Group.
Enter the desired Group Name.
Assign roles to the group if required.
Click Save to confirm creation. The new group will appear in the Groups List.
Figure 3: Create Group interface for adding a new user group.
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:
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.
Caution: Deleting a group cannot be undone and will remove all member associations.
Figure 4: Group details page displaying group name and assigned roles.
Managing Group Members
The Members tab allows administrators to view and manage users assigned to a group.
Features:
Search by Name – Find specific members easily.
Add Member – Add a user to the group.
Remove Member – Remove an existing member from the group.
Columns:
User’s registered email address.
First Name / Last Name
The user’s full name.
Status
Displays whether the member is enabled or disabled.
Figure 5: Members tab showing all users assigned to a specific group.
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 – Add a specific role to the selected group.
Unassign Role – Remove a role from the group.
Search by Role Name – Locate a role quickly from the list.
Example role available: agent
Figure 6: The Roles tab for managing role assignments within a group.
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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