Groups

Create a Group

• In the admin console, open Groups.
• Click Add Group.
• Enter a name (e.g., IBL V1).
• Search for and select the users you want in the group.
  • If your tenant is new, you may have only a few users; groups grow as more users are added.
• Click Add to save the group.
• You can reopen the group’s dropdown at any time to view or add members.

Edit an Existing Group

• Open Groups and select the group’s dropdown.
• View current members.
• Add or remove users as needed.
• Multi-select and advanced search options (e.g., by company name or other attributes) are coming soon.

Create a User-License Pool (Data Manager)

• Switch to Data Manager → User Licenses.

• Click Add User License.

• Fill out:

  • Name (e.g., IBL Licensing Demo)
  • Count – total seats, e.g., 20
  • Start Date / Expire Date (optional)
  • Platform – choose the platform this license pool belongs to

• Click Save.

• The new license pool now appears in the tenant admin’s Analytics view.

Assign Licenses to a Group (Tenant Admin)

• In Analytics, open Licenses.
• Select the license pool you just created (e.g., Licensing Demo).
• Choose Group assignment.
• Pick the group you created earlier (IBL V1).
• Click Assign.

The licenses are now distributed to all members of that group.
To verify, open Groups → your group → Licenses; the assignment is listed there.

Key Points to Remember

• Groups simplify license management—assign once, cover many users.

• User-license pools control seat counts and expiration windows.

• You can always:

  • Add more users to a group.
  • Reassign or retire licenses by changing group membership or license pools.

• Upcoming features will make bulk user selection and advanced searching even easier.

With these steps, you can quickly organize users into groups and allocate licenses in MentorAI Analytics without manual per-user work.