User Administration

User management primarily takes place in the Platform.

1. Click Administration. The Users Administration page is displayed.

   

2. Click Users. The Users page is displayed.

   

   If you are authorized, most changes, including creating new users, will redirect you to the Platform portal.

   Note: Even though the Users page allows you to edit a specific user, you can only add a user to a group.

   

3. Click Groups. The Groups page is displayed.

   The Groups page displays a list of all user groups created within your organization. These groups are designed to simplify the sharing of reports with multiple users and are specific to the Reports Center. They are distinct from the system groups managed by your company's IT team.

4. On the Groups page, you can edit group details and add or remove users as needed.

   

To create new groups, perform the following:

1. Go to Groups > Create Group button. The Create Group window is displayed.

   

2. In the General tab, enter Group Name and Description.

3. In the Users tab, select Add user. A dropdown with the list of users is displayed.

4. Select the required users and click Apply.

5. Select Save.