Assigning users to a group allows a Management Reporter administrator to create access settings that are tailored to specific work functions. Members of a user group inherit the permissions assigned to the group. This approach helps to minimise the maintenance activities for user accounts.

Security note Security Note

The administrator can use groups to prevent or permit user access to certain companies or specific folders or sets of data within the report library.

Create a group

  1. Open Report Designer. On the Filemenu, click New, and then click Group.

  2. Enter a unique name and description for the user group.

  3. To add a user to the group, click Add, and then select the users to add to the group. To select more than one name, hold down the Ctrl key as you select user names.

  4. To select group access to companies, click the Company Accesstab, and then select the Accesscheck box for each company that members of the group should have access to. All users in a group inherit access to the selected companies.

  5. Click OKto save the group settings.

Modify a group

  1. Open Report Designer. In the navigation pane, click Security, and then click Groups.

  2. Double-click a group name to open it.

  3. Modify any settings.

  4. Click OKto save the group settings.

Delete a group

  1. Open Report Designer. In the navigation pane, click Security, and then click Groups.

  2. Right-click a group name, and then click Delete.

  3. Click Yesto permanently delete the group.

See Also