User groups and folder security

A user group is a collection of one or more Xtraction users with a common need for access to the same Xtraction resources. Groups enable the administrator to define who has permission to access the folders where dashboards, documents, and filters are stored. A user group can be associated with multiple dashboard or document folders.


You can use folders to organize content and restrict access to certain groups or users.

It's helpful to create an initial set of public folders for users with the roles of designer and enterprise designer so that they can organize dashboards in a structured way. One approach is to have top-level folders for each organizational unit, with sub-folders for different types of dashboards—for example Daily, Weekly, Monthly, and Annual.

Folder permissions define user and group access to dashboards, documents, and filters that are stored in those folders.

For details about displaying the folders of inactive users, see User accounts.