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Managing groups and folder security
A group is a collection of one or more Xtraction users with a common need for access to the same Xtraction resources. Groups enable you, the administrator, to define who has permissions to access the folders where dashboards, documents, and filters are stored.
A user can be a member of multiple groups, and groups can be associated with multiple dashboards or document folders.
1. At bottom of the application window, click the Administration > User Administration link.
2.Click the Group Administration tab to display the groups list.
3.At the top, you have the option to limit the display to Active users only. (Inactive users are those whose access privileges are temporarily suppressed.)
4.To add a group, right-click in the group area and select Add.
5.In the Group dialog, enter a name for the group. Select if the group should be Active or not. If you clear this option, the group will be created, but will not appear in the group list unless the Active only option is cleared. Click OK.
6.To add members to this group, select it in the group list, then right-click the Members list and select Add user(s).
7.Scroll through the list to add users, and use your Ctrl key to select more than one at a time.
You can also edit or remove groups and members from these same dialogs. Note that when removing a group or a member from a group, you're not prompted to verify the deletion.
Folder permissions define user and group access to dashboards, documents, and filters that are stored in those folders.
1.Open any designer tool, for example Dashboard Designer.
2.In the top menu bar, click Tools > Folders to open the Folders page.
3.In the folder list, right-click a folder and select Edit folder to open the Folder dialog.
4.Options available under Permissions depend on the user privileges:
•Most users may only select Public to release their own folders to the public.
•At the administration level, a decision is made between public and restricted access.
5.Select Public (accessible to everyone) to make the folder freely accessible. Note that it's not possible to make a sub-folder of a restricted folder totally public. The sub-folder will only be available to the same users who have access to the parent folder.
To restrict access, assemble a list of groups or users that have permissions to access the current folder. Right-click in the Permissions area and select from options to add a group, add a user, or clear permissions.
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