Creating a new group

Creating groups allows an administrator to apply more structure, order and security to the dashboard system i.e. publishing dashboards into a group gives access to users with appropriate the group memberships.

To create a new group:
Applies to v.5.1 onward.

1   Access the user administration screen from Main Menu > Admin > Groups.

2    Select the parent group which you wish to place the new group under. At the highest level this would default to Global.

Note: Make sure to plan your group structure first as groups cannot easily be reordered or moved once created.

3    Select New Group (the + symbol on the toolbar).


4   Enter the new group name. Once done, ensure to Save  your changes . To cancel editing, select the Cancel icon. 

5   Create a sub-group below by selecting an existing Group and Adding a new group: