You can access your MSP Groups by logging in to your Enterprise Portal, and going to the 'MSP Groups' section.

There are three columns in that list:

  • The name of the group
  • The description of the group
  • And the number of users in that group

Search for a Group

To search for specific group, you can use the search bar on the top right of the list. 

Add/Import Group(s)

To add/import groups, you can either add them manually, or import them using the different available methods. For a detailed guide on how to add/import groups. Check out this article

Delete Group(s)

To delete a group, right-click on this group’s row and select ‘Delete Group’.

Preview Group(s)

To preview a user group, simply press on the ‘Preview’ button when you hover over the required group. A window will pop-up to the right with general information about the user group. You can also delete it from that window.

MSP Group Info

For additional information on a specific group, you can click on the group’s name to access the ‘Group Info’ page. 

On the left side, you will find the selected group’s card that includes the group’s general information: name and description. You also delete the group from that card.

On the right side of the Group Info page, you have access to different tabs: 

1. Group Info Tab

The Group Info tab includes general information about the group:

  • Group users: list of all employees in the group 
  • Group items: list of all items this group has access to
  • Group item folder: list of all item folders of this group
  • Group policies: list of policies applied to this group

2. Users Access Tab

In the Users Access tab, you will find all of the users in your account. To add users to the group, simply check the box at the left of the user’s name and click ‘Save’. Similarly, to remove a user from the Group, simply uncheck the box. 

To search for a specific user, use the search bar at the top right of the ‘Users Access’ tab.

3. Items Access Tab

In the Items Access tab, you will find all of the items (passwords, secure notes, payment cards) that are in your MSP Vault. To assign items  to users in the group, simply check the box at the left of the item and click ‘save’. Similarly, to un-assign an item from the Group’s users, simply uncheck the box. 

To search for a specific item, use the search bar at the top right of the Items Access tab.

You can also create an item directly from that page by clicking on ‘Create Item’ at the top right of the page and filling the required information.  

To add/import more than one item, check out this article.

4. Items Folders Access Tab

In the Item Folders Access tab, you will find all of the item folders available in your account. To assign an item folder to the group, simply check the box at the left of the item folder’s name and click ‘Save’. Similarly, to un-assign an item folder from the Group’s users, simply uncheck the box.

To search for a specific item folder, use the search bar at the top right of the ‘Item Folders Access’ tab.

You can also create an item folder directly from that page by clicking on ‘Create folder’ at the top right of the page and filling the required information.  

To add/import more than one item folder, check out this article.

5. Security Policies Access Tab

In the Security Policies Access tab, you will find all of the security policies set-up in your MSP Policies tab. To enforce a security policy on the group, simply check the box at the left of the security policy’s name and click ‘Save’. Similarly, to un-assign a security policy from the Group’s users, simply uncheck the box.

To search for a specific security policy, use the search bar at the top right of the 'Security Policies Access’ page.

You can also create a security policy directly from that page by clicking on ‘Create policy’ at the top right of the page, selecting which type of policy you’d like to create, and filling the required information.  

To go back to the MSP Groups page, simply click on ‘Groups’ at the top left of the Group Card.

Time to add/import MSP groups! Check out this article for a detailed step-by-step guide.

For more information on how to navigate the MSP Groups Section , check out our video tutorial

If at any point in time you need our assistance here's how you can reach us

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