Create Groups
Create a group to control report access by user. Reports are configured by group to allow report settings to differ by group.
To create a group:
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Select Configuration > Groups in Navigation pane.
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Click Add.
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Enter a group name (without spaces) in GROUP ID field.
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Enter a brief description about group in GROUP DESCRIPTION field.
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Select an owner from GROUP OWNER list box.
NOTE: The Group Owner manages reports registered to the group and defines the report-level parameters. Only users created and registered in System Administration display in the GROUP OWNER list box. When the group is created, the Group Owner is automatically registered as a user for the group.
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Select schedule from GROUP SCHEDULE ID list box to determine how often reports are run for each user in the group.
NOTE: Schedules are maintained in Common. Refer to Create Schedules for detailed information.
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Select a schedule from WORKFLOW SCHEDULE ID list box to determine how often workflow emails are sent to every user in the group.
NOTE: Workflow schedules can be overridden at the group user level to increase the frequency of workflow emails. These schedules are configured in Common > Tools > Schedules.
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Click Save.
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Click Vertical View to enter a threshold ID for data quality scoring (optional).
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Click Edit.
View the field descriptions for the Groups page’s Vertical View
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Select a threshold from the Threshold ID list box.
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Click Save.
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