Groups

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1. Overview

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

By default, Dundas BI comes with five built in groups:

  • Everyone
  • Developers
  • Power Users
  • Standard Users
  • System Administrators

All users are implicitly members of the Everyone group, while membership to the Developers, Power Users, and Standard Users groups is decided based on the seat type of the logged-on user. 

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 New on the toolbar.

Click Groups and then Add new
Click Groups and then Add new

In the Add Group dialog, fill in details such as the following:

  • Tenant – Choose the tenant (if applicable).
  • Group Name - Choose a name for your group, such as Sales or Engineering.
  • Group Description - Add an optional description for the group.
  • Allowed IP Addresses - An IP address or range that the group members must log on from unless they log onto the server locally. (Available in Dundas BI 8 and higher.)
  • Culture - The default culture for this group. Must be a valid IETF language tag such as en or en-US.
  • Time Zone – The default time zone for this group.
  • Minimum Floating Seat Privilege - This seat type or higher will be assigned to all group members that use floating seats (see the Seat Mode setting in Accounts) even if their own Seat Type is set lower. Choose between Standard user or Power user license seat types, since Developer seats are always reserved.
  • 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.

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

Select a group from the list and click Edit on the toolbar 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 by selecting it from the list, clicking Delete on the toolbar 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 Select Accounts 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.

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

Note
Inherited groups will appear in the Member Of dialog, but will not be removable.

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

You can indicate a default view for all the accounts in the group. This setting will override the regular homepage, but can still be overriden by individual default view settings.

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:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri