Groups
12 min
π§βπ€βπ§ overview groups allow you to organize users into logical segmentsβsuch as departments or teamsβso you can control access, personalize content, and streamline management π¨π»βπ« walk through β
creating a group navigate to the groups section click create group , give it a name (e g , βmarketingβ) assign users immediately or add them later via manage users optionally, add pages to the group during setup π adding pages pages can be linked directly to a group, giving group members access by default you can also assign pages individually to users π group filters use filters to personalize data shown to group members across dashboards define column name , condition , and value (e g , state = ca) ensure values match the database exactly (case sensitive, format specific) filters apply to all pages in the group π foldering (navigation organization) enabled group pages appear nested under the group name disabled group pages appear at the top level in the navigation π§ scheduled reports automatically email a link to the groupβs dashboard on a schedule set time, frequency, and link expiration all group members will receive the report once added πΌ folder icons upload a custom icon for the group (e g , a marketing logo) helps users visually identify the group in the navigation π public access optionally make group content publicly accessible via a link (not recommended for sensitive data) π documents attach files (e g , templates, reference docs) directly to the group users can download them from the group view in the portal π clone groups quickly replicate an existing group with all users, pages, filters, and settings π§βπΌ managing users add/remove users at any time only existing users in your portal can be added to groups