Group Management

The Group Management Interface provides direct control over user assignments, group membership, and sync settings for INKY-protected users.

Written By Matt Sywulak

Last updated 10 days ago

What You Can Manage

  • Include Group - Users protected by INKY email security

  • Exclude Group - Users exempt from INKY processing

  • Journal Group - Users configured for journaling functionality

Each group displays total member count and can be set to auto-sync from Microsoft 365 or managed manually.

Interface Overview

The page shows three group cards at the top:

  • Group type and purpose

  • Current member count

  • Unique group ID

  • Management mode (Auto-sync or Manual)

Below, a searchable user table displays:

  • User name and email

  • Current group assignments (checkmarks show membership)

  • Account status (Active/Other)

  • User type (User/Shared/Other)

  • Quick "Add to group" buttons

Managing Users

Add users to groups:

  1. Use search to find specific users by name or email

  2. Click Add to group button next to user's name

  3. Select target group (Include, Exclude, or Journal)

  4. Confirm addition

Remove users:

  1. Click user's current group assignment checkmark

  2. Confirm removal

Enable auto-sync:

  1. Click gear icon on group card

  2. Enable Auto-sync from Microsoft 365

  3. INKY automatically updates membership based on M365 group changes

Bulk Operations

Modify multiple tenant groups simultaneously using bulk operations (available in Settings > Tenant Operations):

Apply bulk changes:

  1. Select multiple groups using checkboxes in the group list

  2. Click Bulk Modify or similar bulk action button

  3. Configure desired changes in the bulk operations modal

  4. Review selected groups and changes

  5. Confirm to apply changes to all selected groups

Note: Bulk operations provide a confirmation step to review all changes before applying them. This helps prevent accidental modifications to multiple groups.

Search and Filtering

Use the search bar to find users by:

  • Name (first or last)

  • Email address

  • Status (Active, Inactive)

  • User type (User, Shared Mailbox, Other)

Advanced filtering:

  • Security Groups Only - When working with admin group queries, enable this filter to show only security groups, making it faster to find relevant groups for administrative operations

Access Requirements

Navigate to Admin Center > Tenant Operations > Group Management

Requires Security Admin role or equivalent permissions.

Directory API Access: Group management operations require proper Directory API configuration. If you encounter errors when managing groups, verify that your Microsoft 365 Directory API access is correctly configured in your tenant settings. Contact your INKY administrator if you need to reconfigure access.

Available in: Both bundles (Microsoft 365 only, requires Groups Migration)