Table of Contents

Managing Groups

Jennifer Sneider Updated by Jennifer Sneider

All users can access this feature.

Adding Assets to Groups is similar to tagging and provides a useful way to organize Assets that are affiliated with one another. An example could be a category of Assets that belong together, like all the pieces of a superhero costume or all the Assets that make up a specific Set.

Adding Assets to a New Group

  1. Click Assets on the left navigation bar.
  2. Click the checkbox in line with each Asset you want to put in the Group.
  3. Click Bulk Options, then Add Groups.
  4. In the pop-up window, enter the name of the new Group and press the Enter key on your keyboard.
  5. After you press Enter, the Group will be created and the Save button will illuminate. Click Save.
  6. A green notification appears at the bottom of your screen confirming your Assets have been added to the Group.
Note: You can also create a new Group on the Group Index by clicking Group on the left navigation bar, then clicking the orange (+) button.

Adding Assets to Existing Groups

  1. Follow Steps 1-3 above.
  2. In the pop-up window, select the Group(s) you would like to add your Assets to.
  3. Click Save.
  4. A green notification appears at the bottom of your screen confirming the Assets have been added to the Group(s).

Deleting Groups 

  1. Click Groups on the left navigation bar.
  2. Click the X in line with the Group you would like to delete.
  3. In the pop-up window, click Remove.

Renaming Groups 

  1. Click Groups on the left navigation bar.
  2. Click the line of the Group you would like to rename. 
  3. Click the Pencil icon in the top right corner. 
  4. In the pop-up window, enter the new name of your Group and click Save.

Removing Assets from a Group

  1. Click Assets in the left navigation bar.
  2. Click anywhere on the line of the Asset you want to remove from a Group.
  3. Click the Pencil icon in the top right corner.
  4. Under Groups, click the X in line with the Group you want to remove the Asset from.
  5. Click Save.
Pro Tip: With the Groups column visible on your Asset Index, hold Shift and click the Group field on an Asset line to quickly edit Groups. Click the X next to the Group you want to remove.

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