Create Whitelist User Groups

To add and manage Whitelist Groups, Admin users must have Global Admin, Super Client Admin, or Client Admin to add and Whitelist User Groups.

Admin users can only access this feature if the User and Access Management > Advanced user group and space access management setting in Basic Console is ON.

  1. Go to Basic Console > Access (key icon) > select Portfolio > Update
  2. Click +Add user group.
  3. Enter the Name of the User Group, following the categorization guidelines for your organization.
  4. Select an Organization from the dropdown list.
  5. Click Save user group. Now you can Configure Whitelist User Groups as needed.

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