Groups

🧑‍🤝‍🧑 overview groups allow you to organize users into logical segments—such as departments or teams—so you can control access, personalize content, and streamline management 👨🏻‍🏫 walk through ✅ creating a group navigate to the groups section click create group , give it a name (e g , “marketing”) assign users immediately or add them later via manage users optionally, add pages to the group during setup 📄 adding pages pages can be linked directly to a group, giving group members access by default you can also assign pages individually to users 🔍 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 🗂 foldering (navigation organization) enabled group pages appear nested under the group name disabled group pages appear at the top level in the navigation 📧 scheduled reports automatically email a link to the group’s dashboard on a schedule set time, frequency, and link expiration all group members will receive the report once added 🖼 folder icons upload a custom icon for the group (e g , a marketing logo) helps users visually identify the group in the navigation 🔐 public access optionally make group content publicly accessible via a link (not recommended for sensitive data) 📁 documents attach files (e g , templates, reference docs) directly to the group users can download them from the group view in the portal 🔄 clone groups quickly replicate an existing group with all users, pages, filters, and settings 🧑‍💼 managing users add/remove users at any time only existing users in your portal can be added to groups