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[Video Guide] Groups Overview

For a transcript synchronized with the video, watch the video Groups Overview with transcripts open on YouTube.

Transcript

If you have multiple websites and/or different individuals and teams overseeing different websites, grouping structure can be very useful. The group hierarchy allows you to organize your websites in the platform based upon groups and assign different users to be over the different groups.

Whether you are a company with multiple websites and teams of individuals over different websites, or a university with a large portfolio of websites managed by different teams of individuals, or an agency that has both its own websites as well as different teams of individuals who are over client websites, the flexibility of our group hierarchical structure allows you to accommodate each of these different types of organizations.

Grouping can be very useful for a number of reasons.

First when users are added to the platform, they can be assigned to a specific group. This will restrict their access to only the websites over which they are responsible for maintaining or monitoring.

A second benefit of grouping structure, is scans and reports can be generated based upon groups. So, when activating a scan, you could select just one group and schedule the scans whether it’s reoccurring or a one-time scan to be done just by that one group. Also reports can be generated by at the group level as well too. The third benefit of the grouping structure is that admins or individuals with higher level permissions are able to see all the groups and sub groups collectively or separately. So, for example in this agency re-seller account, the agency could see all of the websites all at once. Or alternatively, they could just navigate down into client #3’s websites and just see that. And so that allows them to have the higher-level view of everything at once but then also just filter down into one of the sub groups and explore the platform and the results just for that sub group. If you are filtered down into one of the groups or sub groups – whatever group you’re in in the global in the global filter – you’re going to stay in that subgroup until you change the global filter. So, I can go look at the websites and these are just going to be the websites for client #3. I could look at the list of users, it’s only going to show me the list of users for client number three.  And if I looked at again like the dashboard like I’d showed before it’s only going to show the dashboard results for client #3. And then if as a super admin, if then I need to see a higher level, for example, all of them – the agency re-seller counts all of the accounts that we have in our portfolio of accounts for customers – I can then filter back out to the higher level and see everything at once across all the different accounts.