Create User Groups
Prerequisites
Prerequisites
Required permission: Admin Access > Manage Global User Groups.
Context
User groups enable you to share information, assign tasks, and assign access. With user groups you can:
- Share dashboard perspectives. See Share Perspectives.
- Share reports. Recipients get a notification with a link to the report. See Share Reports.
- Assign a process task. You can specify if any or all members must complete the task. See Create Processes and Process Tasks.
- Assign group access to versions. See Lock, Archive, or Hide Versions with Version Access Controls.
- Assign and update access rules to groups. Using groups for access rules also lets you assign access to new users by adding them to the group. See Concept: Access Rules and Create Access Rules.
To change an existing group, click the pencil icon next to the group name. To delete a group, select the X icon. Before changing or deleting user groups, verify that they aren't assigned to a process task or used in access rules.
Steps
- SelectAdministrationfrom the main menu.
- ClickGlobal User Groups.
- ClickNew Group.
- ForUser group name, enter a name for the group.
- Click the tabs to add users to the group:
- Available Groups: Highlight existing user groups and click the forward arrow to add all the users in the group to the your new group. Your new group gets automatically updated when the groups that you added get updated.Nesting user groups in this way can affect the performance of your model.
- Available Users: Highlight individual users and click the forward arrow to add them to the new group.
- Available Levels: Highlight levels and click the forward arrow to add all level owners to the group.When you use groups for access rules, we don't recommend adding users to groups this way because you won't automatically add the users to the group's access rules.
- ClickOK.
External User Groups
If you've imported external user groups using importGroups API, you can view these groups on the Manage Global User Groups page. The external user groups are read-only. You can edit the membership of an external user group only in the source system. To reflect the latest changes to these external user groups in Adaptive Planning, use the importGroups API.
The external user groups:
- Consist of individual users, not levels, or other groups.
- Display group names that aren't necessarily unique.
- Include users with a unique ID such as userName, userGUID, or Workday ID (wid).
Use the external user groups to:
- Define access rules.
- Grant version access control.
- Target notifications.
- Assign group-based process tasks.
- Share reports and dashboards.