Create and Manage User Groups

As a Company Manager, you can manage user groups in the legacy Company Management portal. 

If your company has an integration set up with a Third-Party Identity Provider with SCIM provisioning, user groups that you assign the Venn or Workplace app to in Okta, Entra/Azure, or JumpCloud will be synced to Venn. You can still create and manage additional user groups in Venn as needed if you are using a Third-Party Identity Provider with SCIM provisioning.

View User Groups

To view and make changes to user groups:

  1. Navigate to login.venn.com and sign in with valid credentials.
    You may be required to verify the sign-in by completing the multifactor authentication on your mobile device.
  2. Click Company admin or Manage > Company admin.

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  3. Click Manage groups.

    Dashboard_ManageGroups.png

On the Groups page in Company Management, you will see a list of your company's groups. By default, this list will contain the following groups along with any other groups that have been created for your company: 

  • All users: This group is created automatically so that you can assign permissions, applications, websites, network resources, and policies to everyone who has access to Venn at your company. All users added to Venn are assigned to this group automatically and users cannot be removed from this group.
  • App basic package: This group is created automatically so that Venn’s standard set of “default” applications (Microsoft Edge, Microsoft Excel, File Explorer/Finder, Google Chrome, Microsoft Outlook, Microsoft PowerPoint, and Microsoft Word) are automatically assigned to new users in Venn. You can change which applications are assigned to this group on the All apps page in Company Admin. All users are assigned to this group automatically, but users can be removed from this group as needed.
If your company has an integration set up with a Third-Party Identity Provider with SCIM provisioning, user groups that you assign the Venn or Workplace app to in Okta, Entra/Azure, or JumpCloud will be synced to Venn. You can still create and manage additional user groups in Venn as needed if you are using a Third-Party Identity Provider with SCIM provisioning.

To view and edit information and permissions for the group, click the group name.

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You can also view information about your groups by clicking Directory and selecting Groups in Company Admin. Click the group name to view assigned members, applications, websites, and network resources.

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Edit Group Permissions

As a Company Manager, you can also manage group permissions in the legacy Company Management portal. 

Some of the permissions on the Group Record are only applicable for legacy versions of the Workplace product. See these tables for a full list of permissions at the Company, Group, and User levels that apply to Venn's Blue Border.

To edit group permissions in the legacy Company Management portal:

  1. Navigate to the Groups page in Company Management following the steps above.
  2. Click on a group name.

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  3. Navigate using the tabs at left and locate the field you would like to change. Click Edit at the bottom of the page.

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  4. Make any adjustments as needed and click Save changes.

    Groups_Edit Security Options_Save Changes.jpg

Manage Which Applications, Websites, and Network Resources Groups Have Access to in Venn

Use the links below to learn how to manage the Applications, Websites, and Network Resources available to groups in Company Admin:

Manage Policies that Apply to Groups in Venn

Use the links below to learn how to manage the Policies that apply to groups in Company Admin:

Create a New Group

As a Company Manager, you can manage user groups and membership in Company Management if either Venn or JumpCloud is your Identity Provider. 

If your company has an integration set up, you will manage user information through Okta or Entra/Azure instead of in Venn.

To create a new group:

  1. Navigate to the Groups page in Company Management following the steps above.
  2. Click New group at the top of the page.

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  3. Complete the Basic Information for the group:
    Some of the fields on the Group Record are only applicable for legacy versions of the Workplace product. The fields below on the Basic Information tab should be used to update group settings for Venn's Blue Border.
    • Group Name: Give the group a descriptive name.
    • Department: Groups with the Department box checked will be filterable in the Directory and users will be able to share Workplace Drive files and folders with the group. Uncheck the box next to Department for groups that do not represent user categories that should be visible to the entire organization (e.g., groups that are only used to assign permissions).
    • Allow file sharing: Enable if users in the group will use Workplace Drive. 
    • Allow file sharing via public link: Enable if users in the group will use Workplace Drive.
    • Allow On-demand Work Folders: Enable if users in the group will use Workplace Drive.
    • Allow On-demand Work Folders for Mobile Devices: Enable if users in the group will use Workplace Drive.
    • Allow file uploading: Enable if users in the group will use Workplace Drive.
    • Allow Shared Folders: Enable if users in the group will use Workplace Drive.
    • Applications: Enable if you want to assign applications to users in the group. This should always be enabled for the All users group.
  4. Click Save changes to create the group.

    Webtop_Create Group.png

This process may take a few minutes. Do NOT refresh the page or navigate away after you click Save changes until the group has been created.

Add or Remove Users from a Group

As a Company Manager, you can manage user groups and membership in Company Management if either Venn or JumpCloud is your Identity Provider. 

If your company has an integration set up, you will manage user information through Okta or Entra/Azure instead of in Venn.

To manage group members:

  1. Navigate to the Groups page in Company Management following the steps above.
  2. Click on a group name.

    SelectGroup.png

  3. Click Group members in the sidebar.

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  4. Add or remove group members.
    • To add group members:
      1. Click Add group member.

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      2. Click the expand arrow next to User names to see all available users. Select the Users to add to the group. All users with a checkmark next to their name will be members of the group.

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      3. Uncheck boxes for any group permissions you do not want to apply to the user and click Ok.

        Group_Add Members_Ok.jpg

    • To remove group members:
      1. Click Remove from group next to the user's name.

        Groups_Remove Group Member.png

      2. Click Delete group member at the bottom of the page.

        Groups_Remove Group Member_Delete.jpg

  5. Click Save changes at the bottom of the page.

    SaveChanges_addMember.png

This process may take a few minutes. Do NOT refresh the page or navigate away after you click Save changes until the members have been added or removed.

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