Groups
DataReportive allows you to organize users into groups. Groups simplify the process of sharing reports, dashboards, and email templates with multiple users simultaneously. Instead of sharing with individual users, you can share with an entire group, ensuring that all members have the necessary access.
Creating a Group
To create a new user group:
- Navigate to "Groups" page.
- Click the "Create Group" or "Add Group" button.
- Enter a name for the group that clearly identifies its purpose (e.g., "Sales Team," "Marketing Department").
- Optionally, you can add a description for the group.
- Click "Save" to create the group.
Adding Users to a Group
Once a group is created, you can add users to it:
- Go to "Groups" page.
- Click on the name of the group you want to manage. Click the "Add/Revove Users" option.
- You will see a list of current members (if any) and the ability to select of deselect active users.
- Select the users you want to add to the group from the list of available users.
- Click "Add" or "Save Changes" to update the group membership.
Managing Groups
You can manage existing groups by navigating to the "Groups" section. Here you can:
- View Group Members: See a list of all users within a specific group.
- Edit Group Name and Description: Modify the name and description of a group.
- Remove Users from a Group: Remove specific users from a group without deleting their accounts.
- Delete a Group: Delete a group entirely. Note that this action does not delete the users within the group, but it will remove the group and its associations with shared items.
Using Groups for Sharing
When sharing reports, dashboards, or email templates, you will have the option to share with specific users or with entire groups. Sharing with a group automatically grants access to all current members of that group, and any users added to the group in the future will also inherit the sharing permissions. This simplifies access management, especially for teams that frequently change members.