Groups, Folders and Security
- Brendan Codrington
User Groups
User Groups make distributing and permissioning content simpler. Note that they are not automatically the same as your user groups in Recruit.
You must have Corporate Report Writer permission to manage user groups.
To manage User Groups, go to Administration > Admin Console > User Groups.
To edit an existing user group, click on its name. To add a new group, click Add.
Add or edit the relevant details for your user group. Note that:
The status must be changed to Active
Group Security set to Secure means that only group members can see and edit the group
Dashboard Tab allows you to assign dashboard tabs to the group
Member Selection - click Search to search by user, other groups, or roles
Once selected, specify if you want to include or exclude the user/group/role from the group.
Save your changes.
Any reference to Users or User Groups on this page relates to Analytics users/user groups, not Recruit users and user groups (unless otherwise specified).
Folders, Sub Folders and Permissions
To manage User Groups, go to Administration > Admin Console > Content Folders
Folders without permissions will have a grey padlock, whereas those with permissions applied will have a red padlock.
To edit an existing folder or sub folder, click on its name. To add a new folder/subfolder, click Add.
To create a Folder, leave the Folder Hiearchy as Top Level, otherwise specify the parent folder for your Sub Folder.
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To specify a sort order other than alphabetical, click Advanced and add your Sort Order.
You must have Corporate Report Writer or Report Writer permission to manage user groups.
Sub Folder Permissions
To apply permissions to a subfolder, specify your parent folder then access the User Access tab.
If you change this to Private, you’ll need to add users or groups with relevant access.
For each selection, you can specify if they have Edit, Read or Delete access to content in that folder.
Note: Permissions cannot be applied to a Top Level folder.
Security
Content security is managed at a number of levels. In most cases, it can be set to Public (all users can access), or Private, where only certain users or groups have different types of access granted to them.
Users must have access at all levels in order to be able to see or open the relevant content - ie the report, the sub folder it is in and the dashboard they trying to view - either through their own access or a user group that they belong to.
Report | Report Distribution | Sub Folder | Dashboard |
|---|---|---|---|
Reports can be saved as Public, with access defaulting to the subfolder and dashboard access settings, or to Private. Â | Reports can be enabled to be distributed by email, and broadcasted to all users, only validated users (with subfolder and report permission) or unsecure (to any user or email address). | Sub Folders, where reports and dashboards are stored, can be Public or only accessible to specify users or Groups | Dashboards can be Public or only accessible to specific Users or Groups. |
