Group Management

Go to Administration > Groups.

System access levels are determined by groups. A user can be a member of one or more groups. Group permissions are cumulative, giving users the combined permissions of all groups they are a member of.

The Reporting Tool initially has the following user groups:

  • Administrators: This group has full access to manage the system as well as create reports and data objects.
  • Configurator: This group has access to site configuration tools and settings.
  • IT Security: This group can manage users and groups only. The members of this group cannot view or create reports.
  • Power Users: This group has the same access rights as the Administrator group, but cannot manage groups or add users. The members of this group can create data objects, but cannot modify any of the original data objects.
  • Report Consumers: This user group can run reports that have been shared with them.
  • Report Creators: This user group can create, view, schedule, and share reports with other staff members.
Note: Administrators and Configurator groups are linked to the TM groups of the same name. Membership in these groups is defined within the TM application.

To search for a group, enter the group name and click Search.

The action menu for each group allow you to:

  • Set the group as the system default. This is the group that automatically displays in the Group(s) field when creating a new user.
  • Edit the group’s details.
  • Remove a group from the system.