The User Groups tab allows Owners and Admins to organize users into groups and manage access to data and platform features at scale. This tab provides a flexible way to apply permissions based on role, team, or function within your organization.
Creating a New User Group
To create a group:
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Go to the User Groups tab in the Admin Portal.
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Click New Group in the top-right corner.
A sidebar will open where you can:
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Enter a Group Name
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Add a Description (optional)
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Assign users to the group (optional)
Click Save Group to continue.
After Saving a New Group
Once saved, you’ll be taken to the group’s detail page where you can:
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Review or edit the Name and Description
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Add or remove Users
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Set Data Permissions
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Choose filters for Agency Group, Broad Line of Business, and Line of Business
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Click Save Filters (a Filters saved successfully pop-up message will confirm your selections were applied)
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Manage Feature Permissions
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Use Grant or Unassign as needed
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Changes apply instantly with a confirmation in the top-right of the screen as it applies to your selection.
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Use Expand All to preview product descriptions before assigning features.
Viewing Existing Groups
The main User Groups page displays all groups that have been created within your organization. For each group, you’ll see:
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Group Name
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Description
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A list of users in the group
To view or edit a group’s details, click Edit at the end of the row.
Editing a User Group
When you click Edit, a new page opens where you can update:
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The group’s Name
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Description
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Assigned Users
Click Save Group to apply any changes. A Success! message will appear in the top-right corner once saved.
Managing Permissions by Group
Each group can have customized access using two permission types:
Data Permissions
Control access to data within Harmony by assigning filters at the group level:
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Agency Group
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Broad Line of Business
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Line of Business
Once filters are selected, click Save Filters. You’ll see a Filters saved successfully message confirming the update.
Feature Permissions
Limit feature visibility so users only see tools relevant to their role.
To manage feature access:
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Click Grant to give access
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Click Unassign to remove access
Changes are applied automatically, and a confirmation message will appear in the top-right of the screen as it applies to your selection:
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Access granted
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Unassigned from group
You can also:
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Click Expand All to view full product descriptions and feature details
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Uncheck Expand All to hide those descriptions
Exiting Group Settings
To leave the group settings page:
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Click Back in the upper left corner, or
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Use the sidebar to navigate to another Admin Portal section
