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Manage Groups

This section explains on how to add, edit, delete groups and also on how to assign users and manage permissions to groups in the Bold BI Embedded.

Groups is a collection of users to which permissions can be assigned.

Manage Groups

Add new group

To add new group to the Bold BI, click on New Group in the groups management page.

New groups can be added by providing name and description(optional) for the group.

Add Groups

Fill the form with name and description and click on Add. New group will be created and you can add users or manage permissions for it.

Edit group

Group Information can be edited from the group’s edit page. Edit Group Page

Edit Group

Group name and description can be edited in the group edit page. In addition to that, users can also be assigned or removed from the group in this page.

Delete group

Groups can be deleted if it is no longer needed. You cannot delete the System Administrator group.

From group management page

Clicking Delete from the context menu will delete a single group. Delete group from group management page

Also, you have the option to remove multiple groups by marking the checkboxes next to the groups you wish to delete and then select “Delete Groups” in the group list. Delete multiple group from group management page

From group edit page

Delete group from group edit page

Assign users

Users can be assigned to the selected group there by assigning the permissions of the group to the users.

Assign Users

Add Users

Users can also be removed from the group if the user no longer needs the permissions of the group. Click on Remove next to the user in the group edit page to remove the user from the group.

Assign Users

Manage permissions

Manage Permissions page for the group can be accessed from any one of the following pages.

  1. Click Actions in the group management grid context menu and select the Manage Permissions option.

Manage Permissions

  1. Click the group’s name on the group listing page to navigate to the group profile page, and then select the Manage Permissions option from the Manage drop-down on the group profile page.

Manage Permissions Group Edit

You can find the permissions assigned directly to the group in the manage permissions grid.

Manage Permissions

Click Add Permission to add permissions to the group.

Add Permission

Steps to add permission to the group

  1. Select the entity.
  2. Select the scope if the entity is not of the All Resource or All Settings item type.
  3. Select the access mode.
  4. Click Add to add the framed permission to the group.

You can also select multiple scopes and entities to assign multiple permissions. Please visit Manage Permissions for more information on how to add and manage permissions.