Summary

Identity groups let you organise identities into logical sets for easier management and bulk operations. On the Groups page you can create a new group, browse existing groups, and open a group to manage its members and details. Creating and editing groups requires communications admin access; group editing also requires identity group edit access.

Prerequisites

Login credentials to MirrorWeb Insight
Communications admin access (to create or edit groups)
At least one identity in your organisation

Step-by-Step Instructions

Step 1: Open the Groups page

Navigate to the Groups page. The heading reads Groups, with the subtext "Manage identity groups for" (or "View identity groups for" if you do not have admin access) your organisation.

If there are no identities yet, the page shows "No identities found..." and prompts you to add identities first, with Add identity and Upload users buttons.
If there are identities but no groups, the page shows "No identity groups..." with a Create group button.
If groups exist, a sidebar lists each group with its member count, alongside the selected group's details.

The Groups page showing the group sidebar and a Create group button

Step 2: Create a group

Click Create group to open the Create Identity Group dialog. Complete:

Group name — "A unique name for the group"
Group description — "A brief description of the group"
Group identities — "Select the identities to assign to this group". Start typing in the search box to find identities; you can select more than one.

Click Create group (the button shows "Creating..." while it saves), or Cancel to close.

The Create Identity Group dialog with name, description, and identities fields

Step 3: Open a group

In the sidebar, click a group to open it. The group page shows a Group Name, Group Owner, and Group Description, and a Members list below.

A selected group showing its name, owner, description, and members

Step 4: Edit a group

If you have access, an Edit group button appears on the group. Click it to open the "Editing [group name]" dialog, where you can update the Group name and Group description. Click Save (the button shows "Saving..." while it saves), or Cancel.

The Editing group dialog with Group name and Group description fields

Notes

The Create group button is disabled if you do not have identity group write access; the tooltip then reads "You don't have access to create groups".
The Edit group button is disabled without identity group edit access, with the tooltip "You don't have access to edit groups".
For adding and removing members, see "How to view identity group members".

How to create and manage identity groups