User Groups Used in conjunction with bookmarks to share reports with multiple users at once.
Locate: Find the tab in the top black menu bar “User Groups”.
- Select the “Create Group” button and enter a title for the User Group in the box.
- Drag and drop user names from the “Active User” box to the “Group Members” box.
- Message will display that “member” has been added to the group.
Best Practice: Once the group is complete, go to “Bookmarks” and use “Share” tab to locate the user group.
NOTE: Upon moving the “User Group” to “Shared Users”, everyone included in this group will have access to the report consistent with the users account permissions.