The groups page allows you to setup groups of users that can be used to share datasources or dashboards with. An example of the usage of gourps would be to setup departments and filter datasource only to data for those specific departments. In this example department users would login and only see dashboards / data that is relevant to them.
The groups page shows a list of the currently setup groups within the system:
The following columns are shown:
- Name - name of the group
- Users - number of users in this group
- Created On - The date the group was created / edited
- Action - List of action that the user can do to the group e.g. Edit / Delete
This list can be filtered by entering text into the search textbox.
To create a group click the plus icon next to the search box and the Create Group popup will be displayed:
Enter a name and select the users from the multi-select drop-down box then click save.
The multi-select drop-down shows the top 4 users by default to find another user start typing their name and the list will filter to the user you wish to add.
If you do not want to manually add each user to a group then you should:
- Create the groups manually on the groups page
- Upload a Users spreadsheet using the upload functionality on the Users page and include a group
You must create the groups that you want first before uploading users otherwise when uploading your users in bulk the system will fail to find the groups.
Click on the Edit button to change either the name of the group or the users that are currently in a group.
Click on the delete button to delete the group. You will be asked to confirm the deletion and once confirmed the group will be deleted from the system.
Once deleted any shares that use the group will not function properly and will need to be updated.