Creating a new group or adding users to a group

Use this procedure to create a new group or add users to a group:

  1. Select a Birst space and click Admin.
  2. On the Manage Access tab, click Manage Groups.
  3. To create a new group, click New next to the Select Group field.

    A new group is added to the Select Group list using this naming convention: Group 0, Group 1, Group 2, etc.

  4. In the Group Name field, select the new group or the group to be edited.
    Note: M3 Analytics has predefined groups available. See M3 Analytics user groups.
  5. Assign permissions to the group. All members of the group will have the same permissions.
    These permissions are available:

    • Designer Access

      Permission to access Designer and create reports. If this box is selected, 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 selected, users in the group will see Visualizer as one of the choices on the right side of the Home Page after logging in.

    • 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 box. 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.

    • 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.

  6. Assign members of the space to the group by selecting Member next to the user's name. Users may be included in one or more groups.
  7. After creating a new group or changing the settings for an existing group, click Update Group Details to save the changes.
  8. To delete a group, select the group in the Select Group list and click Delete.