Edit Group - Save Draft

When editing a group, if the Group Preview and Save Draft functionality is activated in Group Preferences, a Group Preview section is available. The administrator can preview or save the modified Group as a draft in the Group Preview section.

The Save Draft and Generate Preview options are only available if the Active checkbox is selected and the Freeze Group Processing checkbox is unchecked.

To edit a group from the Organizational Unit page, go to Admin > Tools > Core Functions > Organizational Units. Click the Manage Organizational Unit Hierarchy link. From the Select Organizational Unit drop-down list, select Group. Then, select the Edit icon in the Options column.

Select the Save Draft button to save the modified Group as a draft. A pop-up opens with the following options:

  • Save Draft and Generate Preview - Select this option to create a draft with the modified Group Criteria and initiate the Group Preview process for the draft. If a Preview is already underway, the preview continues processing.
  • Save Draft Only - Select this option to create a draft with the modified Group Criteria without generating a preview. If a preview is already underway, the preview continues processing.

After a draft is saved, any administrator with access to the Group can access the draft Group from the Manage Group page for 90 days unless the draft is published or deleted.

A draft Group can be edited asynchronously while the current Group remains active and regularly processes. The draft Group can later be published to replace the current group.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
OU Group - Manage Grants the ability to create, copy, and edit custom groups of users without allowing the ability to manage organizational units (OUs). This permission can be constrained by OU, User's OU, and Provider. This is an administrator permission. Core Administration
OU Group - Update Grants access to edit existing custom groups of users. This permission can be constrained by OU, User's OU, and Provider. This is an administrator permission. Core Administration
OU Hierarchy - Manage Grants ability to create and update/edit organizational units. This permission grants access to all OU types, both standard and custom. This permission can be constrained by OU and User's OU. This is an administrator permission. Core Administration

Draft Group Options

Draft Groups have the following options:

  • Publish - Select this button to publish the draft Group. The draft replaces the active version of the Group, and the Draft link is removed from the Manage Group page.
  • Delete Draft - Select this button to delete the draft.
  • Save Draft - Select this option to save any changes made to the draft. This replaces the previous draft.