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Create User Groups

Organization admins can create user groups within their organization. Use these groups as data recipients when defining data sharing rules in a campaign. For example, group names could be "Product Team" and "Marketing Team".

To create a user group:

  1. Log in to the One Creation platform.
  2. Click on Admin from the left navigation menu, then select Entities.
  3. Go to the bottom of the Entities page and enter the name of the user group in the Group Name text box. Then, click Add New.
  4. You can add as many groups as you need. Once you finish, click Save at the bottom of the page.

create campaign step 1

Once you have created user groups, you can add users to the groups and assign data sharing rules to the groups. This will allow you to control which users have access to what data.

Assign Users to Groups

Organization admins can assign users to groups:

  1. Click on Admin from the left navigation menu, then select Users.
  2. On the Users page, you can invite new users as well as view the list of all users in your organization.
  3. To assign user(s) to one or more groups, click on the Edit User(s) button above the table. The table will become editable.
  4. Choose the desired Group Name from the dropdown for the corresponding user.
  5. Once you finish making changes, the Save Changes button will become enabled. Click on it to save the changes.

You can also assign users to groups when you invite them to your One Creation organization. To do this, choose the group(s) that you want to assign the user to when you send the invitation email.

Last update: November 2, 2023