Manage User Groups

User groups let you organize users into named collections. Once you set up a group, you can select it anywhere users can be added, such as when scheduling report delivery, instead of adding people one by one.

You must have the Account Manager role to manage user groups.

This topic covers how to create, edit, and delete user groups in Reporting Intelligence.

Create a Group

To create a group:

1. In the side navigation bar, go to Administration > User Groups.
2. Select Add User Group.
3. Enter a Name for the group. For example, "Finance Team" or "Regional Managers".
4. Optionally, enter a Description to explain the group's purpose.
5. Select Add User Group.
6. Select Add Users on the group page.
7. Select the required users. You can search by name or email address.
8. Select Add <count> Users to Group. The users appear in the list.

Edit a Group

You can update a group's name, description, or members at any time.

1. In the side navigation bar, go to Administration > User Groups.
2. Find the group you want to update.
3. Select the Edit icon under Actions.
4. Make your changes.
5. Select the Delete icon against a user to remove them from the group. Confirm when prompted.
6. Select Update.

Delete a Group

To delete a group:

1. In the side navigation bar, go to Administration > User Groups.
2. Find the group you want to delete.
3. Select the Delete icon under Actions.
4. Confirm the deletion when prompted.