Groups are used to provide access to reports, dashboards and application features by groups.

Creating a new Group

To create a new group, click on the Create new Group button at the top right position.

Give a name to the group and select Group Type.

There are 3 group types:

  1. Report Groups: To create groups of reports
  2. Dashboard Groups: To create groups of dashboards
  3. Application Feature Groups: To create groups of application features

One you select the Group Type, the page gets refreshed and you will see an option to assign items and users to a particular group.

The assignable item under group type Report Groups is called Reports.

Report Groups are used to create groups of reports that can be assigned to users. A Report can be added to multiple groups at once.

Under Dashboard Groups, it is called Insights.

Dashboard Groups are used to create groups of dashboards, visualizations, and searches that can be assigned to users. All the Insights can be added to multiple Dashboard groups.

Under Application feature Group, it is called Modules.

Application Feature Groups are used to create groups of application modules that can be assigned to users. All the modules can be added to multiple Dashboard groups.

Under each group type, you can assign users as well.

To assign elements to the group, you need to move the element from the left box to the right box. Similarly, to remove the elements from a group, move the elements from the right box to left box.

To assign a single element, you can choose the element and then click on 

To assign all the elements, you can simply click on 

Tip: You can also move single element from left to right or vice versa by double clicking on the required element

Other Operations in Groups page

Click on the Edit option in the Groups page to edit any group.

Click on the Delete option in the Groups page to delete any group.

Click on the Users option in the Groups page to review assigned users.

Click on the Reports/Insights/Modules option in the Groups page to review assigned elements.

 

Users