The Group Page

Click a group in the tree to open its page. A subgroup's page shows its path at the top, such as Field Service > FS - Southwest. The page has five tabs: Members, Customers, Products, Asset Groups, and Information. Save at the top right saves your changes, and the trash icon next to it deletes the group.

Users and customers can also be filtered, and their groups set, from their own pages. See Working Inside a Group.

Members

The users in the group, with their email and role. The trash icon on a row removes the user from the group.

To add users, expand Add Members, search by name or email, select the users, and click + Add Selected. The search accepts several entries at once: paste a list of email addresses and all of them are shown.

Customers

The customers in the group, with their role. Add Customers adds more, the same way as Add Members.

Products

The copilots in the group. The tab says Products, the name the API uses for copilots. Each row shows whether the copilot is Visible and Published, and its Owner: the group the copilot belongs to. Add Products adds copilots to the group.

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Note

When copilots are added to a group, their components are added too, so the group stays self-consistent.

Inheriting copilots

A subgroup can inherit its parent's copilots. When it does, its Products tab is marked Inherited from parent: copilots added to the parent appear in the subgroup automatically, and the list can't be edited. To manage the subgroup's own list, clear Inherit products from parent on its Information tab.

Asset Groups

The asset groups assigned to the group. Add Asset Groups adds more.

Group Settings

The Information tab holds the group's settings — its name, description, persona, data, and whether it inherits its parent's copilots — and the group's API key.