---
title: "User groups"
slug: "user-groups"
updated: 2025-09-01T12:36:14Z
published: 2025-09-01T12:36:14Z
canonical: "documentation.deltatre.com/user-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.deltatre.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User groups

This article covers the setup and management of user groups within Presentation Manager.

## Overview diagram

The diagram below illustrates how rules, assets, users, and user groups interlink. This article focuses on user groups.

#### ![AXIS_Plans__Deals__and_Offers_-_user_groups.png](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/4470590531612.png)

#### 

### What are user groups?

User groups represent your key audience segments and are central to many areas of Presentation Manager. They allow you to manage the [*plans*](/v1/docs/plans-and-subscriptions), [*deals*](/v1/docs/deals), and [*offers*](/v1/docs/offers) available to your users.

User groups are assigned to specific plans. When a user signs up to a plan*,* they're added to the user group assigned to that plan. The plan defines the access and billing rules for assets (content), while deals and offers stipulate *when*, *where*, and *how* content is offered to each user group.

Our [rules infographic](/v1/docs/rules-infographic) provides a helpful illustration of how user groups and rules work together to manage how your users gain access to content.

As well as supporting rules, user groups also allow you to easily target [*pages*](/v1/docs/pages), [*rows*](/v1/docs/rows), and [*menus*](/v1/docs/menus) to specific users.

To create or edit user groups, navigate to the ADMIN menu, then select *Settings*.

![Admin_navigation.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011789540.jpg)

On the left-hand side of the screen, *User Groups* is selected by default.

![User_Groups_overview.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011799419.jpg)

### How do I create a new user group?

1. Click the ![New_User_Group_button.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011796000.jpg) button
2. Enter details into the relevant fields:

![New_user_group.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011805559.jpg)

- *Title* (mandatory): Name your user group here.
- *External ID*: Enter a unique identifier.
- *Type*: Select either *Default* or *Subscription.*Note that once you've set the *type,* it can't be changed.

3. To save, click the ![Create_new_user_group_button.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011796360.jpg) button.

Newly created user groups are available instantly in Presentation Manager.

#### How do I publish my user group?

To activate a user group, hover over the relevant row and select the triangle button to open the drop-down menu.

Click on *Publish* to make the user group available for use within the system.

![User_Group_options.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011989220.jpg)

#### How do I edit a user group?

Pre-existing user groups display in a catalog on the user groups page. Select the title of an existing user group from the catalog to edit its details or view its status and last modified information.

![Edit_User_Group.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011800179.jpg)

Here, you can edit both the *Title* and *External ID* fields.

The *Save* button is activated as soon as you make any changes.

#### Filtering user groups

Filter the existing user groups by *status* (*Any Status*, *Published*, or *Publishing Error*) or enter a group *title/ID* to view a specific user group. Any matching results appear in the catalog.

![Filter.jpg](https://cdn.document360.io/2e698e3c-4773-44a4-9476-1d05bac85eee/Images/Documentation/360011805039.jpg)