View groups and group details

View the groups list

  1. On the left navigation, select Identity > Groups.
  2. If not already selected, use the global customer selector - Customers drop-down menu to select the customers you want to view data for.

    If the group list is empty or you can't find a specific group, select Refresh to show the most recent data.

    The groups list displays. You can filter and search the data, choose the columns you want to display, and export to Microsoft Excel. See Navigation and tools for table options.

View group details

  1. On the left navigation, select Identity > Groups.

    If the group list is empty or you can't find a specific group, select Refresh to show the most recent data.

  2. Filter or search to find the group you need and select the group name to view its details.
  3. Select a tab to view the related details:

  4. Tab Description
    Summary View group type, name, description, and email, if available. For Microsoft Entra ID groups, you can also see if security and email are enabled for the group.
    Group Details You can edit the group name and description. For Microsoft Entra ID groups, you can also change the security and email settings.
    Members View all the members assigned to the group.

    You can add and remove groups members from this tab. See Add or remove group members.

    Roles View all the platform roles assigned to the group.

    You can add and remove platform role assignments from this tab. See Assign platform roles and Remove platform role assignments.

Next steps

Updated: Jul 09, 2024