How do I setup groups in IntelliFront BI?

The Groups Manager area allows you to create, edit, and delete groups of users. You can link the Group to a Active Directory (AD) Group.

Groups Manager - Users & Groups

The Groups Manager area allows you to create, edit, and delete groups of users. You can link the Group to an Active Directory (AD) Group. You associate one or more users to a group and assign permissions to the group regarding the areas of IntelliFront BI they can access. Users who have User/Group Management permissions will have access to the Groups Manager.

How do I create a new group?

  • Go to Users & Groups and select Groups Manager.
KPI's and Dashboards: Group Manager in IntelliFront BI.
  • Or select User Groups from the card on the home screen.
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  • The Groups page is displayed:
IFBI Group main
  • Click New Group to start a new group.
  • Type the Group Name in the Add group name... field and click the pencil icon to save the name.
  • In Main you may add a Group description.

Assign Administrators

  • Click on Assign Administrator rights to all members of this group to give access to all administrator functions.

    IFBI Group-2
  • Select a user for this group and click Add User.

Repeat this step to add multiple users.


Permissions

  • Click on Permissions to select the permissions the users mapped to this group will have.
IFBI Group2-1
  • Optionally, select a board this group can access and click Add Board. Repeat this step to add multiple boards.

If no boards are selected, then the users in the group will have access to all boards.


Link AD Groups

You can link the Group to an Active Directory (AD) Group. You associate one or more users to a group and assign permissions to the group regarding the areas of IntelliFront BI they can access.

KPI's and Dashboards: Group Manager in IntelliFront BI.

  • Click Link AD Groups to add your Active Directory.

IFBI Group3-1

  • Select the Group to link using the drop-down menu.

IFBI Group4

IFBI Group5

  • Click Link Groups

KPI's and Dashboards: Group Manager in IntelliFront BI.

  • Active Directory Group is successfully imported.