Overview

Access Groups control which folders a specific user can access. Access Groups can then be assigned to users in ** Manage Users** settings. Using access groups, admins can set which groups can edit or view chart templates/charts/box styles and/or export data to Excel and many more security features. More on these features below.||

Access Groups

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Gear Icon Configure permissions for each group by clicking on the gear icon.

Group Configuration

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General Settings
Export to Excel Checking this box gives this access group the ability to export the charts to excel format. Admins can add or remove 'Allowed Folders' by clicking on '+' or '-' buttons. This access group will have the ability to only the folders that are in the 'Allowed Folders' list.
Edit Templates Checking this box gives this access group the ability to edit or create templates.
Row Level Security Checking this box gives this access group the ability to set row level security. By default, this will show 'None'. Available settings are None, Default or Dynamic. Admins can define additional row level security profiles here(Link).
Role Assignment Checking this box gives this access group the ability to set role assignment. By default, this will show 'Seat - Not Set'. Available settings are 'Read Only', 'Read/Write', 'Admin'.
UI Profile Checking this box gives this access group the ability to UI Profile feature. By default, this will show 'Profile - Not Set'. Available settings are 'default'. Users can also create UI Profiles. More on this later.
Private Folder Access Checking this box gives this access group the ability to give a private folder access.

Reviewed 6/04/2019