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How to create and manage groups in Control

Add new groups, update existing ones, and build your hierarchy.

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated this week

Defining a good (hierarchical) structure makes the Content, Users, and Permissions easy to manage and maintain.

You can set up the organisation structure via TinQwise Control > Groups


🧱 Group structure

  • A group can be a parent group or a subgroup.

  • A parent group can have several subgroups.

  • A subgroup can also be a parent for its own subgroups.

Why structure matters

The biggest advantage of setting up an organisation structure is the ability to target automations and permissions per group.


βž• Create a new parent group

πŸ”₯ Important

If your organisation uses integrations or the user importer, coordinate any ID changes with your data owner to avoid mismatches.

  1. Go to Groups > Groups and create a new group by clicking on the blue button

  2. In the pop up side page, fill in the required information:

    1. Group ID

      1. Make sure that the group ID is unique: Once you save the changes in the group identifier, the platform and group type ID will automatically be added as prefix on the group identifier. You cannot edit the prefix.

    2. Group title

    3. Group type

  3. Click Save.

πŸ’‘ Tip:

Keep group titles short and consistent.

πŸ”₯ Important:

Group type is mandatory. If you don’t see the right type, first create it in Groups > Types.


✏️ Edit an existing group

  1. Go to Groups > Groups.

  2. Select the group from the list, then click the three dot button on the right

  3. Update the fields shown

  4. Click Edit group.


βž• Create a new sub/child group

  1. Select the parent group in Groups > Groups.

  2. Click the three dot menu and select Add subgroup.

  3. Enter Group ID, Group title, and select Group type.

  4. Click Create group.


Group permissions

Now that you have created groups, you can set up group permissions through user roles.


Group Reporting

πŸ‘‰ To check out how to set up permissions for specific groups, check out this article!


Good to know πŸ‘€

  • If you have a custom importer (group identifiers are coded in the backend), DO NOT CHANGE the group identifiers in TinQwise Control.

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