Create groups

Users with permission to create a group can do so as needed.

At a minimum, when you create a group, you specify the group title. You can also add users and other groups as members, specify evidence-monitoring permissions, and specify whether the group can receive shared evidence from partner organizations.

Watch this video to learn how to create a group.

Steps to create a group

  1. Select Admin from the top menu.
  2. Under Users, select All Groups to open the Groups page.
  3. Select Create Group.
  4. Enter a Group Name. The name must be between 3 and 128 characters
  5. Select an Access Setting. Choose one of the following options:
    • No access: The group cannot be added to any access lists.
    • Inside my agency access: The group can be added to evidence access lists within your organization, but partner organizations will not see it.
    • Partner agency access: The group can be added to access lists within your organization and partner organizations.
      Note: For any access setting, group monitors can view evidence owned by group members.
  6. Optionally, if this is a Coaching Group, select Coaching Specialty Group.
  7. Optionally, enter an External ID for the group. This is a unique value that identifies the group. If left blank, the system automatically generates an ID. This ID is persistent and unchanging. If your organization assigns IDs, develop a strategy that best suits your needs.
    • Tip: To find the External ID for an existing group, go to the Group Profile page.
    • Note: If you are creating a VR group to sign in to the VR tablet, the External_ID field must be entered exactly as: vr-trainers
    • To learn more about VR group creation and external ID requirements, see Accessing VR systems through Axon Evidence .
  8. Select Create.If you want to create additional groups without adding members, select Create another right away, and then repeat steps 4-7 for the next group.
    Screenshot of the "Create a New Group" in Axon Evidence. The image shows the Admin tab selected, the All Groups page with a list of groups, and the "Create a new group" form with fields for entering group name, access settings, optional coaching group checkbox, external ID field, and the Create button.

Next steps

After creating the group, you can choose one or both of the following options based on your needs:

  • Add Members: If you want to add users or other groups as members of the new group, follow the steps in the Add members to a group section below.
  • Add Monitoring Relationships: If your organization requires specific monitoring relationships, you can set those up after adding members by following the steps in the Add monitoring relationships section below.

Add members to a group

  1. On the Group page, select Add Users to open the Add users to a group pane.
  2. In the Search Users box, enter the name of a user or group you want to add, and then select the name from the list.
  3. Select Done.

Add monitoring relationships

Monitoring relationships control how evidence is accessed by or shared with group members. These relationships are independent of the group's access settings. If your organization enforces license tiers or is using preview mode, group monitors must be assigned to a pro tier role.

Follow these steps to add monitoring relationships:

  1. On the group page, select the Monitoring Relationships tab.
  2. Select Add Monitors.
  3. In the Search Users or Groups box, enter the name of the user or group you want to add as a monitor, and then select the name from the list.
  4. Select Done.