Creating Privilege Report Groups

InetSoft's reporting software allows administrators to easily create report groups that govern the privileges that are allowed to specified users. View the information below to learn more about the Style Intelligence solution.

A group is a collection of users, such as a project team, a department, or a geographical location. You can create and edit groups in Enterprise Manager only when using the 'Default Security Provider'.

To create a new group, follow the steps below:

1. From the main Users tab, click the 'New Group' link below the navi­gation tree. This creates a group with the default name 'groupN' (group0, group1, etc.).
2. Type in the 'Name' field to change the name of the group.
3. Drag and drop users and/or groups into the 'Members' box. This adds the individual users and users within the groups to the new group. (A user/group can be added to multiple groups.)
4. Drag and drop roles into the 'Roles' box. All of the users in this group will be assigned the specified roles.
5. Click 'Apply' to save your changes.
   To edit a group, expand the 'Users' node on the tree, and click on the desired group.

You can create and edit users in Enterprise Manager only when using the 'Default Security Provider'.

“We evaluated many reporting vendors and were most impressed at the speed with which the proof of concept could be developed. We found InetSoft to be the best option to meet our business requirements and integrate with our own technology.” - John White, Senior Director, Information Technology at Livingston International

There are two embed­ded users, 'admin' and 'guest'; 'admin' is a super-user with the role of 'Administrator' and 'guest' is a user with the role of 'Every­one'. The default pass­words are 'admin' and 'guest', respectively.

To create a new user, follow the steps below:

1. From the main Users tab, click the 'New User' link below the naviga­tion tree. This creates a user with the default name 'userN' (user0, user1, etc.).
2. Type in the 'Name' field to change the name of the user.
3. Select the 'Change Password' option to change the user's password.
4. Drag and drop groups from the left-side tree into the 'Member Of' box to assign the user to the designated groups. (Alternatively, select 'Groups' from the menu above the 'Member Of' box, choose the desired group, and click 'Add'.)
5. Drag and drop roles from the left-side tree into the 'Roles' box to assign roles to the user. (Alternatively, select 'Roles' from the menu above the 'Member Of' box, choose the desired role, and click 'Add'.)
6. Specify an email address for the user in the 'Email' field.
7. Select a locale from the 'Locale' menu to associate the user with a par­ticular locale.
8. Click 'Apply' to save your changes.

To edit a user, expand the 'Users' node on the tree. The user may be listed directly under this node or within a group.