Group Management

Create a Group

A 'group' is a group of users in the marketplace instance. It can be created by an Instance Admin via the Instance Management Portal.

To create or invite a group:

1. Log in to the Instance Management Portal.
2. Click on 'Groups' from the left panel.
3. Click on the 'Create New Group' button located at the top right corner of the page.
4. Key in the relevant information for the Group.
5. Depending on the Instance-level setting during the initial setup, you may also configure the following:
   • If the group wants to use Single Sign-On, select 'Enable' under 'SSO Login for Users'; otherwise, if the group wants to sponsor gas and use Group Wallet for their Group, select 'Enable' under 'Abstract for Group Users'; otherwise, keep it as 'Disable'.
6. Click on 'Create & Invite'.

Upon review and confirmation, the Group Admin will receive a follow-up email with the contact email provided, detailing the next steps for verification and validation.

Once the group has been established, the Group Admin can invite users under the group and facilitate data sharing.

Deactivate an Active Group

Deactivating a group in the Instance Management Portal will also stop all users from the group from logging in. However, this will not delete the records from the database and hence, can be reversed.

To deactivate an active group:

1. Log in to the Instance Management Portal.
2. Click on 'Groups' from the left panel.
3. Click on the name of the group you wish to deactivate.
4. Under 'Company Information', toggle the 'Status' to 'Inactive'.
5. Confirm the change when prompted. A success message will appear indicating that the change is successful.

Delete a Group

With Instance Admin access, you can delete a group with an 'Invited' or 'Inactive' status. Note that Groups with 'Active' status cannot be deleted and must first be deactivated. Deleting the Groups from the Instance Management Portal will remove the record from the database and is not reversible.

To delete a group:

1. Log in to the Instance Management Portal.
2. Click on 'Groups' from the left panel.
3. Click on the dustbin icon to the right of the Group.
4. Click on the 'Confirm' button in the confirmation prompt displayed.
5. A success message will appear.

Note: Deleting a group does not delete the assets published by the group from the marketplace. If cleanup is necessary, the data assets can be purged. Refer to: For Instance Administrators > Asset Management.

Update Details of a Group

To maintain accurate information and representation of Groups, Group Admins can only update a limited set of information within their profile and hence will require help from the Instance Admins.

To update a group's details as an Instance Admin:

1. Log in to the Instance Management Portal.
2. Click on 'Groups' from the left panel.
3. Click on the name of the group you wish to update.
4. Under the Group Profile section, click 'Edit', which is located on the top right corner.
5. Update the information and click 'Save Changes'.
6. A success message will appear.

Suspend Group Users

Instance Administrators possess the capability to directly manage the status of Group Users, including the ability to suspend (block) or reinstate (unblock) them as necessary - e.g., if they break the Terms & Conditions of the marketplace.

It is important to note that:

• While Instance Admins can suspend users, they cannot delete them.
• Group Admins are not notified of user suspensions.

To block a group user:

1. Log in to the Instance Management Portal.
2. Click on 'Groups' from the left panel.
3. Click on the name of the relevant group containing the user in question. This will take you to the Group's profile.
4. Navigate to the 'Users' tab to view all users.
5. Locate the user in question and click on 'Block' or 'Unblock' under the Actions column.
6. Confirm the change when prompted. A success message will appear indicating that the change is successful.