Assign Groups#

Assigning groups to accounts is a tool for mass management of account ownership. It allows you to quickly add selected accounts to the necessary groups, completely replace current groups, clear all bindings, or delete only specific groups.

Location: access the action through the "Accounts" section after selecting accounts with checkboxes and opening the additional actions menu ⋮ in the top panel → select "Assign Groups".

Available actions:

• choose the operation mode: Add, Replace, Clear, or Delete
• specify the necessary groups in the "Groups" field
• apply changes to all selected accounts

"Add" Mode#

The Add mode is used to add selected accounts to new groups without changing the already assigned groups.

After selecting the mode, click in the "Groups" field and choose the necessary options from the list. After confirmation, the new groups will be added to the accounts, while the old bindings will remain unchanged.

"Replace" Mode#

The Replace mode is needed when it's necessary to completely update the groups for selected accounts.

After applying, all previous groups will be deleted, and only the groups selected in the "Groups" field will remain.

"Clear" Mode#

The Clear mode is used to completely remove all groups from selected accounts.

In this mode, the group selection field is not needed: the system simply removes all group bindings after clicking the "Assign" button.

"Delete" Mode#

The Delete mode is used for selective group removal.

You select specific groups in the "Groups" field, and the system only removes them from the selected accounts. All other groups remain unchanged.

Workflow Scenario#