TECH SUPPORT

Groups Manager

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The Groups Manager area allows you to create, edit, and delete groups of users.  You can link the Group to an Active Directory (AD) Group. You associate one or more users to a group and assign permissions to the group regarding the areas of IntelliFront BI they can access.  Users who have User/Group Management permissions will have access to the Groups Manager.  

To create a new Group:

  1. From the Users & Groups menu, select Groups Manager



  2. The Groups page is displayed:



  3. Click on the New Group button to start a new group.
  4. Type the Group Name in the Add group name... field and click the pencil icon to save the name.
  5. Optionally, add a Group description.
  6. Select a user for this group and click Add User.  Repeat this step to add multiple users. 
  7. Click on the Permissions tab to select the permissions the users mapped to this group will have.  
  8. Optionally, select a board this group can access and click Add Board.  Repeat this step to add multiple boards. If no boards are selected, then the users in the group will have access to all boards. 
  9. Click on the Picklists tab to select the Picklists the group can access.  Repeat this step to add multiple picklists.  
  10. Click Save to save this group. 

 

To Delete an Existing Group:

  1. From the Users & Groups menu, select Groups Manager



  2. The Groups page is displayed.
  3. Select the Group from the dropdown list of groups.
  4. Click the trash button in lower, left corner. 

 

To Edit an Existing Group:

  1. From the Users & Groups menu, select Groups Manager



  2. The Groups page is displayed.
  3. Select the Group from the dropdown list of groups.
  4. Edit the group as needed.
  5. Click the Save button to save the group changes. 

 

To Link an Active Directory (AD) Group to an Existing IntelliFront BI Group:

  1. From the Users & Groups menu, select Groups Manager



  2. The Groups page is displayed.
  3. Select the Group from the dropdown list of groups.
  4. Click the Link AD Groups button.



  5. Select the AD Groups to link by clicking on the group name.  You can select multiple groups.  Use the Select All and Deselect All buttons as needed. 



  6. Click the Link Groups button to import the AD groups. 



  7.  Click the Save button to save the group changes. 

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