Groups
Here you can create member groups for structured management of permissions and resources. The group feature allows you to organize multiple members at once and grant them collective access to AI models, knowledge bases, and other system resources.Here you can create user groups for structured management of permissions and resources. The group function allows you to organize multiple users simultaneously and grant them collective access to AI models, knowledge databases, and other system resources.
Feature overviewFeature overview
- Creating and managing groupsCreating and Managing Groups
- Configuring group settingsConfigure group settings
- Assigning AI models to groupsAssigning AI models to groups
- Assigning knowledge bases to groupsAssigning knowledge bases to groups
- Configuring content filters for groupsConfigure content filters for groups
- Setting credit limits for groupsSet credit limit for groups
- Managing multiple groups simultaneouslyManage multiple groups at the same time
Creating and managing groupsCreating and Managing Groups
Use the "Create group" button (1) to add a new group. To remove a group, use the trash icon in the "Options" column (2).Use the "Create Group" button (1) to add a new group. To remove a group, use the trash icon in the "Options" column (2).
The search function (3) allows you to quickly and easily find groups that have already been created. When you enter a search term, the group overview will only display entries that match your search criteria.
The overview table provides key information for each group at a glance: Name (4), AI model assignments, knowledge bases, content filters, assigned credit limit (5), current status (6), and editing options (7).In the overview table, you can see the most important information for each group at a glance: Name (4), assignments of AI models, knowledge databases, content filters and the assigned credit limit (5), the current status (6) as well as the editing options (7).
Members are assigned to groups during invitation, via the member settings in the member area, or through SSO groupings. You cannot manage member assignments within the group area itself; only group permissions can be managed there.User assignment to groups takes place during invitation, via user settings in the user area, or through SSO groupings. Within the group area itself, user assignment cannot be managed - only group permissions can be configured here.
Configuring group settingsConfigure group settings
Click "Create group" or the pencil icon next to an existing group to open the group settings. In the "Profile" tab (1), you can name the group (2) and use the "Activated" checkbox (3) to determine whether the group is active and its permissions apply to the assigned members.Click “Create Group” or the pencil icon of an existing group to open the group settings. In the Profile tab Can you give the name of the group and via the “Activated” checkbox Determine whether the group is active and its permissions apply to the assigned users.
A group's permissions and limits only apply to assigned members if the group is active. Deactivated groups have no effect on the member experience.The approvals and limits of a group only apply to the assigned users if the group is active. Deactivated groups have no effect on user experience.
Confirm your settings by clicking "Save" (4) or select "Cancel" (5) to exit without saving.Confirm your settings with “Save” or select Cancel to complete the process without saving.
Assigning AI models to groupsAssigning AI models to groups
Go to the "AI Models" tab (1) to define which AI models should be available to group members.Switch to the “AI models” tab to determine which AI models should be available to group members.
Use the checkboxes to the left of the entries (2)(2) to assign models to the group. AI model assignments are additive to the settings already held by individual members.Select from a checkbox to the left of the respective entries which models are assigned to the appropriate group. The assignments of AI models are additive to the settings that individual users already have.
Finally, confirm by clicking "Save" (3) or select "Cancel" (4) to exit the process without saving.Finally, confirm with “Save” or select Cancel to complete the process without saving.
Assigning knowledge bases to groupsAssigning knowledge bases to groups
Go to the "Knowledge Bases" tab (1) to determine which knowledge bases should be accessible to the group.Switch to the Knowledge Bases tab to determine which knowledge databases should be accessible to the group.
Use the checkboxes to the left of the entries (2)(2) to select which knowledge bases are assigned to the group. This assignment is additive to any existing individual member permissions.Select from the checkbox on the left of the respective entries which knowledge databases are assigned to the appropriate group. This allocation is additive to the individual user authorizations that already exist.
Finally, confirm by clicking "Save" (3) or select "Cancel" (4)(4) to exit the process without saving.Finally, confirm with “Save” or select Cancel to complete the process without saving.
Configuring content filters for groupsConfigure content filters for groups
Go to the "Content Filters" tab (1) to configure content filters for the group. Content filters help manage AI model output in accordance with organizational policies.Switch to the “Content Filter” tab to configure content filters for the group. Content filters help to control the spending of AI models in accordance with organizational guidelines.
Use the checkboxes to the left of the entries (2) to select which content filters should be activated for the group. These filter settings are additive to individual member settings.Select from the checkbox on the left of the respective entries which content filters should be activated for the corresponding group. The filter settings complement each other additively to the individual user settings.
Individual members can belong to multiple groups at the same time. In this case, permissions and limitations are additive.Individual users can be assigned to several groups at the same time. In this case, too, the approvals and limitations are additive.
Finally, confirm by clicking "Save" (3) or select "Cancel" (4) to exit the process without saving.Finally, confirm with “Save” or select Cancel to complete the process without saving.
Setting credit limits for groupsSet credit limit for groups
Go to the "Credit Limit" tab (1) to set a monthly spending limit for each individual member of the group.Switch to the “Credit Limit” tab to set a monthly spending limit for each individual member of the group.
Select one of the following options from the dropdown menu (2):From the drop-down menu, select one of the following options:
Not definedNot defined (3): Members either receive a limit from another group membership or have no limit if no other group specifies one. The highest limit from any group applies. Users either receive a limit from another group membership or they have no limit if no other group sets a limit. The highest limit of a group counts.
UnlimitedUnlimited (4): Members can use the system without any restrictions. Users can use the system without limits.
LimitedLimited (5): Members are assigned a fixed monthly limit. Set the limit directly in credits (one credit is approximately equal to one cent). Please note that there may be slight delays in enforcing limits, and a minor overage per prompt and member is possible. Users are assigned a fixed monthly limit. Set the limit directly in credits (one credit is approximately one cent). Please note that there may be short delays in enforcing limits and that the limit may be slightly exceeded per prompt and user.
Regarding credit limits, a member is always subject to the highest specifically defined limit assigned to them, whether set individually or through one of their groups.In the case of a credit limit, a user is always subject to the highest, specifically set limit assigned to a user, individually or from several groups.
Finally, confirm by clicking "Save" (6) or select "Cancel" (7) to exit the process without saving.Finally, confirm with “Save” or select Cancel to complete the process without saving.
Managing multiple groups simultaneouslyManage multiple groups at the same time
To adjust the same settings for multiple groups at once, click the checkbox to the left of the relevant columns to select your groups (1). Then, click the gear icon (2) and select the desired action from the dropdown menu.If you want to adjust the same settings for several groups at the same time, click on the checkbox to the left of the corresponding columns and make your group selection first . Then click on the gear icon and select the action you want to take from the drop-down menu.