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Manage Global User Groups

Explains how to create global user groups for emailing reports or assigning version permissions.

Create global user groups to grant version access, or email reports to a group of users. 

Before You Begin

Verify that you have Admin Access > Manage Global User Groups.

Create New Groups

  1. Go to Administration > Global User Groups
  2. Click New Group.
  3. Enter a Name for the group.
  4. Select users and click the arrows to add them to the group. Choose from the available lists: 
  • Available Groups: A list of global user groups that already exist in Adaptive Planning. Your group gets automatically updated when the groups you added are updated. 
  • Available Users: A list of all users. Add individual users to the new group.
  • Available Levels: A list of levels. Add levels to add all the users assigned to the level. Your group gets automatically updated when levels you added are updated.
  1. Click OK.

Edit or Delete Groups

To Edit an existing group, click the pencil icon.  To Delete a group, click the X icon.

 

Grant Groups Access to Version 

To grant a group access to a version, go to the Access Control section of the Version details and select the group from the Group dropdown. Then select the type of access. 

For more information, see Create Versions and link to the Version Details page of the version type. 

Email Reports with Groups

To share reports with groups:

  1. Verify that you have an email address saved to your profile. 
  2. Go to Reports and run any report. 
  3. From the toolbar, click Email emailReport.png
  4. Click the plus icon to the right of the To field. 
  5. Under Available Groups, click the groups to select and use the arrows to add them to the email. 
  6. Click OK
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