Security: Users and Groups

Group membership is used to confer permissions to individual users to run reports.

All Users must be assigned to one or more Groups, and all Dashboard and Report components must be given Group Permissions before they can be previewed.

The assignation of users to Groups is managed via the Group List.

Individual user account details are managed in an Edit User screen accessed via the User List. There you can manage user's credentials and specify which application menu will be displayed to them (menus can be used to restrict access to specific areas of functionality).

To access the Group List:

• In the Setup menu bar, select Security / Groups.

To access the User List:

• In the Setup menu bar, select Security / Users.