Editing a Group

You can update a group’s name, dashboard visibility, active status, criteria (for smart groups), and column settings at any time.

How to Edit a Group

  1. Navigate to the Groups screen.
  2. Click on the group you want to edit.
  3. Click Edit Group.
  4. Make your changes on the Details, Criteria (smart groups only), or Columns tabs.
  5. Click Save.

What You Can Change

  • Name — Rename the group at any time.
  • Show on Dashboard — Toggle whether the group appears on the main dashboard.
  • Active — Mark the group as active or inactive. Inactive groups are hidden from most views.
  • Criteria (smart groups only) — Update the filter criteria to change which animals are automatically included.
  • Columns — Change which data columns display when viewing the group.

What You Cannot Change

  • Group Type — You cannot switch a group between Static and Smart after creation. Create a new group if you need a different type.