Add a new group

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1. Overview

A Dundas BI group can contain user accounts and also other groups, making it easy to apply permissions to many users at once instead of setting permissions for each account individually.

2. Add a new group

To add a new group in Dundas BI, go to the main menu and click the Admin button.

Access admin functions from the main menu
Access admin functions from the main menu

This launches the Admin screen which presents a categorized list of admin options on the left. Expand the Account Service category and then click Groups. In the Groups screen, click Add group.

Click Groups and then Add group
Click Groups and then Add group

In the Add Group dialog, fill in the required details:

  • Group Name - Choose a name for your group, such as Sales or Engineering.
  • Group Description - Add an optional description for the group.
  • Seat Type - Choose between Standard user or Power user license seat types. Developer cannot be selected as a seat type for a group because developer seats are always reserved and can't be inherited, while groups can only have floating seat kinds.
  • Culture - The default culture for this group. Must be a valid IETF language tag such as en or en-US.
  • Application Privileges - Allow or deny access to specific functionality or UI elements.

Add Group dialog
Add Group dialog

Click Submit to create the group.

The Groups list is updated with the newly added group.

Group was created
Group was created

3. View the list of groups

Go to the Admin screen, expand the Account Service category and then click Groups to see a list of the groups in the system.

List of groups
List of groups

3.1. Edit a group

For any group in the list, click its Edit icon on the right to open the Group Details dialog. This lets you view or modify the settings for the group. You'll also see some additional read-only information concerning the group, such as the Group ID and its time of creation.

Group details
Group details

You can delete a group from the Groups list by clicking the Delete icon on the right and confirming the operation.

3.2. Manage group membership

To add or remove users (or other groups) from a group, go to its Group Details dialog as shown in the previous section.

Scroll down and click Members.

Edit Membership in Group Details
Edit Membership in Group Details

This opens the Group Membership dialog next to the main menu. This dialog shows the list of users and groups (if any) that belong to the group you're editing.

Group Membership
Group Membership

Click Add new members. The Add Users or Groups dialog is displayed.

Select a user or group in the list, and then click Submit to add the user/group.

Add users or groups
Add users or groups

The Group Membership dialog is updated with the newly added user.

User is added to group
User is added to group

Tip
Adding a user to the System Administrators group gives the user administrative privileges.

3.3. Add this group to other groups

Go to the Group Details dialog for this group. Scroll down and click Member of.

Add this group to another group
Add this group to another group

In the Member Of dialog, select one or more groups to become a member of and then click Submit.

Select one or more groups to join
Select one or more groups to join

3.4. Search for a group by ID

Every group has an ID (a GUID value). If you only know the ID of a specific group, you can quickly search for the corresponding group in the Groups screen by pasting the ID in the Search box.

Search for a group by ID
Search for a group by ID

3.5. Set default view

Set default view
Set default view

4. See also

 

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri