This article outlines the updated navigation and management experience for Redesigned Custom Groups. The feature is currently available in the Pilot environment and is scheduled for release in Production in July 2026. At that time, the existing Custom Groups interface in Production will be retired.
All existing groups will remain intact but will be accessible in a new location within the VRC. In the current Production environment, groups are located under ADMIN > ORG UNITS. After July 10, 2026, the groups will be located under ADMIN > GROUPS MANAGEMENT.
Please note that managing groups in the redesigned experience differs significantly from the current approach. It is strongly recommended to review and test these changes in the Pilot environment ahead of the Production rollout in July 2026.
Find the Redesigned Custom Groups in Pilot
ADMIN > TOOLS > CORE FUNCTIONS > GROUPS MANAGEMENT
View and Edit Group Details
View and Edit Group
Look for Group you want to view or edit. To the right of the Group name, you will find these options.
You can EDIT and VIEW group. You can VIEW MEMBERS, COPY group, VIEW MODIFICATION HISTORY.
Select VIEW MEMBERS for that option
Select COPY to copy the group
Select VIEW MODIFICATION HISTORY to view the group modification audit
Edit Group Details
Select EDIT option to the right of Group name to update the Group Membership, Name, Description, Group ID, Parent, and Owner
You can edit Group Name, Description, Group ID, Parent, and Owner
View Membership
To view membership, select VIEW CURRENT MEMBERS
Edit Custom Group Membership
Remain on the EDIT page
Add Members
Under Membership section, select ADD MEMBERS to add individual users or EDIT MEMBERS if the group has existing members already.
Select UPLOAD MEMBERS to upload a .xlsx or .csv file with a single column of User IDs and no header.
To add individual users, select ADD SECTION:
Select the down arrow on SELECT ATTRIBUTE field. Add users using dynamic criteria. Select the down arrow to find the applicable User Criteria, i.e., User, Primary Division, or Primary Position, etc.
SELECT VALUE:
Enter the user's name in the SELECT VALUE field. When the correct name displays, select the checkbox to the left of the name. If the name does not display, check spelling, exact name in system, etc.
Select APPLY option at the bottom.
You can continue to add users by selecting ADD SECTION and repeating the above steps.
Select SAVE option at the bottom.
Wait until CANCEL PREVIEW option becomes SEARCH PREVIEW.
You can now SAVE AS DRAFT or PUBLISH or CANCEL.
Give the group time to update. Return to the group later to confirm your changes.
Remove Members
To remove individual user(s), search and unselect user(s) under MANUALLY ADDED MEMBERS tab
Unselect the checkbox to the left of the user you want to remove
Name will disappear.
Select SAVE option at the bottom.
Wait until CANCEL PREVIEW option becomes SEARCH PREVIEW.
You can now SAVE AS DRAFT or PUBLISH or CANCEL.
Give the group time to update the membership. Return to the group later to confirm your changes.
View additional assistance on adding members and creating groups:
NEW Redesigned Custom Groups – Creating Groups
Resources
NEW Redesigned Custom Groups – Creating Groups