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Create a User Group

  1. Sign in to Ipswitch Analytics as a System Administrator or Administrator.
  2. Go to the Users module and select the Groups tab.

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  3. Click Create.
  4. Enter a Group name and Description.

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  5. Optional: Select a Ruleset for the group. A ruleset blocks Creators from viewing and working with specific MOVEit servers, organizations and users in the Templates and Schedule tabs. You can select only one ruleset per user group.

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    Note: A ruleset must be created before you will see it in this list.

  6. Click Create.

    The new group appears in the User Groups list on the left.

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    If you assigned a ruleset, you'll see a lock icon next to the user group name. Hover your mouse over the lock icon to see what ruleset is assigned to that user group.

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  7. Now you can add users to the user group. Click Add User(s)...

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  8. Click inside the Select Users box to select one or more users from the list that appears.

    Note: Only users who are not already members of the group will appear here.

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    Note: A user group can contain 0 or more users.

  9. Click Save.

    The user adds to the username list on the right. You can now select this user group as a schedule recipient, and grant Library report access to this user group.

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    Note: You can also select a user group and click Delete to remove that group, or click Edit to add or remove members from the group.