Managing users and groups

There are two methods for creating groups in BusinessGPT:

1. Synchronizing groups from Active Directory

2. Manually creating groups within the dashboard

Synchronizing groups from Active Directory

1. To synchronize groups from Active Directory, the Account Admin must log in to the Dashboard and navigate to Account Management > Account Settings

2. Under "Azure Integration," the Account Admin must click on "Consent Permissions" and approve Microsoft's permissions. Please note that the user must be an Admin of the Account in Azure.

3. In the final result, the user should see the following text: "Azure permissions were consented."

Open

The admin can now configure whether they want to synchronize all groups or only specific ones, as well as define the synchronization frequency

4. Then, the Admin should click Save at the bottom of the page.

Manually creating groups within the dashboard

1. Under the Account Management > Users and Groups page, the Account Admin should click on NEW GROUP.

Open

2. Now, The Admin types the group name and the email addresses of all its members.

3. The administrator clicks on "Create," and a new group is added to the dashboard

Users and Groups page

On this page, The Admin can view the group to which each user belongs, as well as the group type.

• Internal – Groups that were manually created within the dashboard.

• External – Groups that were synchronized from Azure.

• SharePointSite – Groups that were created in SharePoint and synchronized with the dashboard