Create a User Group

Create a user group if you want to:

• Allow only a specific group of users to view and/or manage a Library report
• Deliver a scheduled report to a specific group of users
• Limit Creators within a user group to seeing in the Template Editor only those MOVEit sources allowed by the ruleset assigned to the user group

A user does not have to belong to any user group; user group membership is optional.

A user group includes the following data:

• Use Group Name
• Description
• Ruleset (optional). A ruleset blocks Creator users from viewing and selecting specific MOVEit servers, organizations and usernames in the Template Editor.
• User members of the group

User groups are located in the Users module under the Groups tab.

Only users with the role of System Administrator or Administrator can create and manage user groups. Creators have read-only access to the Groups tab.

All user groups display in the left panel, and the users that belong to the selected user group display in the right panel. Ipswitch Analytics comes with only one user group initially: Everyone. The Everyone user group contains all Ipswitch Analytics users.

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

• To create a user group:

1. Go to the Users module and select the Groups tab.

   

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

   

4. 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.

   

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

5. Click Create.

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

   

   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.

   

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

   

7. 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.

   

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

8. 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.

   

   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.