Groups provide a simple and effective way to organise users within your Access Evo platform. They help you structure teams, segment users, and keep information organised, whether you’re managing members manually or using tags to automate grouping. Understanding how basic and smart groups work, and how to manage the users within them ensures your organisation stays clear, consistent, and easy to navigate.
⚠️ Important: To follow these steps, you need Administrator permissions.
Add a group
Click your name in the top right corner of the screen.
Click Groups, then click Add Group.
Choose the relevant group type:
Basic groups require you to manually add and remove members from the group. Tags aren't used.
Smart groups use tags to automatically include or exclude users based on criteria you define.
Type a group name and description.
Click Finish.
Manage members in a basic group
There may be times where you need to manage who's included within a basic group. You can manually add and remove users, whenever necessary.
⚠️ Important: To follow these steps, you need Administrator permissions.
Add members to a basic group
Click your name in the top right corner, then click Groups.
Click the group name.
Click Add members.
Select the users you want to add.
Click Add members, then click Confirm.
Remove members from a basic group
Click your name, then click Groups.
Click the group name.
On the member’s card, click the three dots on the right-hand side.
Click Remove, then click Confirm.
Manage smart groups
Smart groups don't allow you to add or remove users directly. Instead, users are included based on their tags.
⚠️ Important: To follow these steps, you need Administrator permissions.
Add or remove users from a smart group
To manage who's included in a smart group, you must either:
Update the member’s tags so they meet the group’s criteria.
Update the Smart group’s tag criteria so it matches the users who should be included.
To add someone, assign them the tag used by the smart group.
To remove someone, update or remove their tag, or adjust the smart group's tag criteria so the user no longer meets the conditions.