WebFOCUS Online Help > Managed Reporting Administrator > Creating Domains, Groups, Roles, and Users > Creating Groups

Creating Groups

How to:

The Groups tab is used by Managed Reporting Administrators to create, edit, and delete groups. Users with Group Administration privileges have limited access to the Groups tab. For more information, see Assigning the Group Administrator Privilege.

Managed Reporting groups are used to associate users with domains. Users can not access domain resources, including report procedures and some Report Library content, unless they belong to groups that include those domains. An exception is users with MR administration privileges, who always have access to all groups and domains in the system.

You can also create a customized Dashboard view for each group if you want to present tailored presentation and content to users of these groups. For more information, see Creating Public and Group Views.

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Procedure: How to Create a Group
  1. In the Managed Reporting Administration interface, click Groups.
  2. Click the New icon.
  3. Type a name for the Group.
  4. Click Save.
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Procedure: How to Add Users to a Group
  1. In the Managed Reporting Administration interface, click Groups.
  2. In the Existing Groups list, double-click the group to which you want to add users.
  3. In the User Information field, click the Add Users tab.
  4. Double-click users in the All Users list to move them to the Users to Add list.
  5. When you have selected all of your users, click the Add icon.
  6. Click Save.
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Procedure: How to Remove Users From a Group
  1. In the Managed Reporting Administration interface, click Groups.
  2. In the Existing Groups list, double-click the group from which you want to remove users.
  3. In the Member Information field, click the Members tab.
  4. Double-click users in the This group's members box to move them to the Members to remove from this group box.
  5. Click Save.

Note: The Add and Remove buttons above the Members to remove from this group box only add or remove users from that box, users are not added or removed from the group until you click Save.

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Procedure: How to Add or Remove Domains in a Group
  1. In the Managed Reporting Administration interface, click Groups.
  2. In the Existing Groups list, double-click the group to which you want to add or remove domains.
  3. In the Domain Information field:
    • To add domains, double-click the domains in the Available Domains box to add them to the This group's domains box.
    • To remove domains, double-click the domain in the This group's domains box.
  4. Click Save.

Note: The Add and Remove buttons above the This group's domains box only add or remove domains from that box, domains are not added or removed from the group until you click Save.

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