Creating groups for users

Groups are lists of users. You can put users who need to receive the same reports into a group, and one user can be a member of many groups.

Reports received by users in the same group are based on the same templates. The data received by any particular user is based on the filters applied to that user.

Groups simplify maintenance and help to avoid errors.

Create a group

Do the following:

  1. Select Admin in the main menu.
  2. Click Groups.
  3. Click Create group.
  4. Enter a name for the group.
  5. Enter a description (optional).

Select users to be added to a group

Do the following:

  1. Select users in Available items.

  2. Select one or more users from the list in the Available items column.
  3. Move the users into the Selected items column.
  4. Click Create to save.

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