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Use the column filters on Cloud > Groups to find a Microsoft 365 or Google Workspace group. This page is for MSP staff and company users who can see the Groups tab.

Before you start

  • You need Cloud read access (the Cloud resource with Read access in the role editor).
  • Company users see only the groups their MSP has left visible to clients.
  • The table shows 50 groups per page.

Find a group

1

Open Cloud > Groups

Click Cloud in the sidebar, then click the Groups tab. Check the company selector in the top bar.
2

Type a name or email

Type in the filter box under the Group column heading to match the group name. Use the box under Email to match a group email address or part of one. Case does not matter.
3

Narrow by company or provider

If the Company or Provider columns are shown, open their filters and check the options you want.
4

Narrow by type

Open the Type filter and check one or more types. A group matches when it has any checked type.
Cloud Groups Type filter with option search and selection controls.

The Type filter lists the group types found in your current scope.

5

Open the group

The table reloads from page 1. Click a row to read the group’s members. See Read cloud groups and members.
Filters on different columns must all match. The Group and Email filters do not search member names, descriptions, aliases, or company names. The search box inside the Type filter searches the type options only. Changing a filter closes an open member dialog. Clear Filters removes every column filter. It does not change the company selector or your access.

What the Groups table cannot do

  • It cannot be sorted.
  • It has no Members range filter and no Client visible filter.
  • It has no CSV export, and the member dialog has no search or export.
For wider analysis, ask your MSP for the provider records.

If a group is missing

1

Clear the filters

Click Clear Filters and check the company selector.
2

Check who can see it

Company users do not see groups hidden from clients. MSP staff can check the Client visible switch for the group. See Manage client group visibility.
3

Check the connection

MSP staff check the Microsoft 365 or Google Workspace integration, the company mapping, and the last sync in Settings > Integrations.

Troubleshooting

Frequently asked questions

No. There is no member lookup on this page.
No. It searches the type options only. Use the Group filter for names.
No. A group matches when it has any checked type. Other active filters must also match.
No. The Groups table has no sorting and no export.
No. Ticket form group pickers do not need Cloud read access.
No. That button uses the company selector in the top bar and ignores table filters.