User groups in Digital Showroom let you organize your users and control which portfolios they can access. Instead of assigning portfolios to individual users, you assign portfolios to user groups, and all members of that group automatically get access. This makes it easy to manage permissions at scale.

View user groups

To view all user groups in Digital Showroom, go to User management > Groups.

The list displays your existing user groups with the following columns:

• Name — The name of the user group.
• Portfolios — Badges showing which portfolios are assigned to the group.
• Description — An optional description of the group's purpose.
• Creation date — When the group was created.

The Digital Showroom User groups list showing the Name, Portfolios, Description, and Creation date columns, with a search bar and New group button.

You can sort the list by Name or Creation date by clicking on the column headers. Use the search bar to find groups by name or description.

Create a user group

To create a user group in Digital Showroom:

1. Go to User management > Groups.
2. Click New group in the upper-right corner.

3. Fill in the group details:

   • User group name (required) — Give the group a descriptive name, such as "Sales Team" or "Marketing EMEA".
   • Description (optional) — Add a description to help other administrators understand the group's purpose.
   • Under Portfolio selection, search for and select the portfolios that members of this group should be able to access.
   • Under User selection, search for and select the users you want to add to this group. You can add users who have already been invited to Digital Showroom.
   • If SSO is active, an SSO Group mapping section appears at the bottom of the form. Enter SSO group codes to automatically assign SSO users to this group. See Map SSO groups below.
   • Click Save to create the group.

The Digital Showroom Create user group form showing the User group name and Description fields, the Portfolio selection and User selection sections, and the SSO Group mapping section (visible only when SSO is active).

Edit a user group

To edit an existing user group in Digital Showroom:

1. Go to User management > Groups.
2. Click on the user group row you want to edit.

3. Update any of the following:

   • User group name — Change the group name.
   • Description — Update or add a description.
   • Portfolio selection — Add or remove portfolio assignments. When you add a portfolio, all group members immediately gain access to it. When you remove one, they lose access.
   • User selection — Add or remove users from the group.
   • SSO Group mapping — Add or remove SSO group codes (only visible when SSO is active).
   • Click Save to apply your changes.

The Digital Showroom Edit user group form showing the User group name, Description, Portfolio selection, User selection, and SSO Group mapping sections.

Delete a user group

To delete a user group in Digital Showroom:

1. Go to User management > Groups.
2. Click the trash icon on the row of the group you want to delete.
3. Review the group details in the confirmation dialog (name, description, and number of assigned portfolios).
4. Click Delete Group to permanently remove the group.

The Digital Showroom Delete user group confirmation dialog showing the group's name, description, and portfolio count, with Cancel and Delete Group buttons.

Map SSO groups

When SSO is active in your Digital Showroom organization, you can map external SSO group names to Digital Showroom user groups. When users log in via SSO, Digital Showroom automatically adds them to the corresponding user groups based on their SSO group membership, giving them access to the portfolios assigned to those groups.

To configure SSO group mapping from the user group form:

1. Go to User management > Groups.
2. Create or edit a user group.
3. In the SSO Group mapping section (visible only when SSO is active), type an SSO group code and press Enter to add it. Repeat to map multiple SSO groups to the same Digital Showroom user group.
4. To remove a mapping, click the remove icon next to the SSO group code.
5. Click Save.

For example, if your identity provider has a group called sales-emea, you can map it to a Digital Showroom user group named "Sales EMEA". When a user logs in via SSO and belongs to the sales-emea group, they are automatically added to the "Sales EMEA" user group and gain access to its portfolios.

How user groups, portfolios, and users connect

Digital Showroom uses a group-based access model:

• Portfolios are assigned to user groups.
• Users are members of one or more user groups.
• A user can access a portfolio only if they belong to a user group that has that portfolio assigned.

You never assign a portfolio directly to an individual user. Managing access through user groups makes it straightforward to handle team changes without updating individual user permissions.

Related

• Manage users
• Set up SSO
• Create a portfolio