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My Groups

To view and manage the groups that you own in the identity store, click Groups on the left navigation pane and select My Groups. This page lists all your active groups:

By default, the My Groups tab displays the groups that you are the primary owner for. To include the groups for which you are an additional owner, select the Display additional group ownership in My Groups check box on the Portal Settings panel. This tab lists active groups only; expired and deleted groups are not displayed.

You can Modify Search Directory to search your groups and add Filter All Groupsby clicking My Groups Grid Filters. All your groups matching the filters will be displayed.

You can:

  • Manually update the membership of a Smart Group using the Update command. You can also view update details on Processing Object (s) wizard. Click OK once done. If you click Background, the update runs in the background and will show in the Background Tasks tab.

  • View and modify the Group Properties of a group.

  • Manually expire your groups. After expiring the group, it will be listed in My Expired Groups list.

  • Select a smart group and click Renew on the toolbar; this re-applies the expiry policy of the group starting from today, thus renewing the group.

  • Join a group as a Join a group temporarily or Join a group permanently

  • Leave a group’s membership Leave a group temporarily or Leave a group permanently.

  • Join / leave a group Join or leave a group on behalf of a direct report or peera direct report or peer.

  • To Join/Leave the group, you can also click on Want to write reason to group owner? and state the the reason for joining or leaving the group for the group owner.

  • Update the security type of your group using Set Security Type option. You can select one of the following security types:

    • Public
    • Semi Private
    • Private

  • Select a group and click Move Group from the toolbar. You can specify a new container from Select Container box where you want to move the group.

  • Select a group and click Add to Contacts on the toolbar to add a group’s email to your email contact list using the vCard. The portal creates the group's vCard and prompts you to save it on your machine. You can then use it to add the group's email address to your email contact list.

  • Click Add to Group to add the group into the membership of another group (Add a group to the membership of another group (nesting)).

  • Select a group and click Send Email on the toolbar to send an email to the group. This launches the default Windows email application for sending an email to group members.

  • Click Export Results on the toolbar to export the group list to a Microsoft Excel file.

  • Update the expiration policy of your group using Set Expiration Policy option.

  • Update owner for your group using Set Owner option. The drop down list displays two options:

    • Me: You can set yourself as the Owner
    • Other: You can select some other user as the owner.

  • Manually Group Deletion any of your group.

  • Get a list of all groups managed by s particular group (i.e., all groups for which the selected group is a primary or additional owner)

    Select a group and click Managed By on the toolbar to get a list of groups managed by the selected group.

  • Click Attest Group to update smart groups and dynasties, and verify your group's attributes and memberships.

  • In the Results box, select the number of search results to display on a page.

Use the page numbers under the group listing to page through all groups.

You can control the number of records to be displayed per page by modifying the Search results per page setting on the Portal Settings panel.

Modify Search Directory​

You can modify the search results in Modify Search Directory. You can select entire directory or a domain to search active groups from.

Transfer Ownership​

You can find Transfer Ownership option on the top right corner. Transfer Ownership enables you to:

  • Assign owners to orphan groups.
  • Transfer group ownership (including Exchange 2013/2016/2019 additional ownership) from one recipient to another.

Filter My Groups​

You can add filters in My Group Grid Filters while searching for specific groups.

Step 1 – Click Add Filter to specify a criterion for filtering groups.

Step 2 – From the Select a Filter list, select the attribute to filter groups.

Step 3 – Two more boxes get displayed next to Select a Filter box upon selecting a filter.

  • Select an Operator from the first list.
  • Specify a value for the selected operator in the second box.

Step 4 – Click Apply Filter.

Step 5 – All your groups that match the specified criterion are displayed.

Step 6 – You can add additional filters by clicking Add Filter.

Step 7 – To undo the filters, click Reset Filter.

It will remove all the criteria set before.