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
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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.
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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.
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π Group Filters
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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.
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π Foldering (Navigation Organization)
- Enabled: Group pages appear nested under the group name.
- Disabled: Group pages appear at the top level in the navigation.
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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.
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πΌ Folder Icons
- Upload a custom icon for the group (e.g., a marketing logo).
- Helps users visually identify the group in the navigation.
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π Public Access
- Optionally make group content publicly accessible via a link (not recommended for sensitive data).
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π Documents
- Attach files (e.g., templates, reference docs) directly to the group.
- Users can download them from the group view in the portal.
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π Clone Groups
- Quickly replicate an existing group with all users, pages, filters, and settings.
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π§βπΌ Managing Users
- Add/remove users at any time.
- Only existing users in your portal can be added to groups.