Creating Groups and Adding Users to Groups

Space Administrators can manage access to features by creating groups and adding users to groups. Go to Admin - Manage Access - Manage Groups to create groups, add and remove users from groups, and set permissions for groups. You can also manage users and groups dynamically. See Dynamically Assigning Groups.

A user can be a member of more than one group.

To create a new group or add users to a group

Go to Admin - Manage Access - Manage Groups.

To create a new group, click New next to the Select Group field. A new group will be added to the Select Group list using the following naming convention: Group 0, Group 1, Group 2, etc.

Select the new group, or the group you want to edit, in the Select Group list.

You can change the name to use for the group in the Group Name field.

Assign permissions to the group. All members of the group will have these permissions.
The following permissions are available:

Designer Access: permission to access Designer and create reports. If this box is checked, users in the group will see Designer as one of the choices on the right side of the home page after logging in.

Visualizer Access: permission to access Visualizer and create reports. If this box is checked, users in the group will see Visualizer as one of the choices on the right side of the home page after logging in. See Getting Started with Visualizer.

Edit Dashboard: permission to create and edit dashboards in the original Dashboards and new Dashboards 2.0 modules.

Enable Download: permission to export reports to a file, such as a comma-separated values (.csv) or Excel (.xls) file, from Designer and the original Dashboards and new Dashboards 2.0 modules. The type of export file available depends upon the report.

Enable Self-Schedule: permission to schedule report delivery from Designer and the original Dashboards and new Dashboards 2.0 modules.

Modify Saved Expression: permission to create and modify saved expressions in Designer. In Visualizer you require this permission to make an expression global.

Edit Report Catalog: In Designer only, permission to modify files and folders in their Private folder and the Shared folder, but no one else’s folder, by right-clicking on the report or folder title in the Open Report dialog. See Managing Existing Designer Reports. To add, modify, or delete contents within the Shared folder, the user’s group must also have write permission on the Shared folder or its subfolder. See Modifying Folder Permissions in the Report Catalog.

Dashboard Visualizer Exploration: permission to access Visualizer from Dashboards 2.0. For members of this group, the Explore in Visualizer button appears in the dashlet menu area.

Tip: Alternatively, you can set many of these permissions in the Command Window. See Group ACLs.

Note: To enable access to Dashboards 2.0 see Granting Access to Dashboards 2.0. By default, all users can view dashboards in the original Dashboards module; no permission needs to be granted.

Assign members of the space to the group by checking Member next to the user's name. Users may participate in one or more groups.

After creating a new group or changing the settings for an existing group, click the Update Group Details button at the bottom of the page to save the changes.

Tip: To delete a group, select the group in the Select Group list and click the Delete button.