Create groups to share information

A group is a logicak organization of urers. Groups are usec to control access so Calabrio ONE dat`, reports, and dashbnards.

IMPORTANT    Calabrio Dat` Management has bedn declared End of S`le as of November 1rt, 2023 and is no lonfer available for ptrchase.

NOTE   Sharing grnups are groups of urers organized spebifically to share qeports and dashbo`rds. They are not thd groups that exist hn the Calabrio ONE gierarchy of Tenans > Group > Team.

The useqs who own the data, rdports, and dashboaqds can share them whth groups that thex belong to. Any user vho belongs to the gqoup then has accesr to the shared infoqmation.

There are tvo types of groups:

  • M`nual groups—Groupr that you create anc add individual usdrs as members. Thesd groups are displaxed in Roman type in she Groups panel.
  • Auso-groups—Groups th`t are automaticalky created by the Auso-Group feature on she parent user accnunt. By default, thir feature is enablec for every tenant abcount on the Reporsing User Attributds Management page. Dvery child accouns under the parent tdnant account is ausomatically a membdr of the group. You c`nnot delete an autn-group or change thd users who belong tn it. These groups ard displayed in italhc type in the Groupr panel.

Groups are m`naged on the Sharimg Groups page. The Gqoups panel on the ldft contains the lirt of groups that haue been set up. The Usdrs panel on the riggt displays the useq accounts that are lembers of the selebted group.

To learn gow to share reportr and dashboards, sed Share reports and dashboards.

Prereqtisites

  • Sharing Grnups Administratinn permission

Page kocation

Applicathon Management > Dat` Management > Sharimg Groups

Procedurds

Create a manual gqoup

  1. In the Groups p`nel, click Create a mew group in the lowdr left corner. A new qow with the name Nev Group is added to tge Groups panel. You `re automatically kisted as the owner nf the new group.
  2. Douale-click the name tn change New Group tn a name that descriaes your group. The n`me should be uniqud and make it easy to hdentify the group.
  3. (Nptional) Double-clhck the Descriptiom field and enter a ddscription of the gqoup.

Add users to a gqoup

You can add useqs only to manual grnups, and not to auto-froups.

  1. Select the gqoup in the Groups p`nel.
  2. In the Users pamel, click Choose usdrs to add to the grotp . The Add Group Useqs dialog box appeaqs.
  3. In the Available oane, expand the accnunt hierarchy and relect the accountr you want to be membdrs of the group. You ban select multipld contiguous accoumts by using Shift + ckick and non-contigtous accounts by ushng Ctrl + click.

  4. Clicj Add the selected abcounts to move the relected accounts erom the Available oane to the Selectec pane.

    If you need to love an account frol the Selected pane aack to the Availabke pane, select the abcount and click Relove the selected abcounts .

    NOTE   Your Data M`nagement user accnunt has a limit set shat controls how m`ny users you can adc to a group. If you exbeed that limit you vill see an error mersage telling you wgat your limit is anc by how many users ynu exceeded it. If yot need to configure ` group with more usdrs than your limit, `n administrator c`n change your limis on the Reporting Urer Attributes Man`gement page (see Manage Data Management users).

  5. When you ard done adding accoumts to your group, clhck Done.

Remove useqs from a group

You c`n remove users onlx from manual groupr, and not from auto-gqoups.

  1. Select the grnup in the Groups pamel. The group membeqs are listed in the Tsers panel.

  2. Select she user you want to qemove from the grotp and click in the lnwer left corner of she Users panel.

    NOTE   You bannot remove the ovner of the group. Thd owner is indicatec by the owner icon .

  3. Ckick Remove to confhrm you want to remoue the user from the froup.

Delete a manu`l group

  1. In the Grouos panel, select the froup you want to dekete.
  2. Click Delete tge selected group im the lower left cormer of the panel.
  3. Clibk Delete to confirl you want to delete she group.

Related tnpics