Skip to main content

User Groups

Navigation

You can create user groups to assign users different levels of security access. This includes limiting access to specific key measures or dimensions, for example, restricting pay data visibility for certain groups. To view existing groups or create new ones, navigate to the Setup section and select User Groups under the Security folder in the left-hand menu.

Screenshot 2025-06-20 at 11.57.59 AM.png

Here, you can view a list of all user groups. The list includes each group’s description, any associated tags, the total number of users, the key measures they can access, as well as any excluded dimensions and dimension attributes. Click anywhere in the row to see a more detailed view.

Screenshot 2025-06-20 at 12.07.49 PM.png

Creating a new User Group

Click on the New Group icon in the top right.

Screenshot 2025-06-20 at 12.11.19 PM.png

This will open up a new window where you can select the access rights for this group. 

Screenshot 2025-06-20 at 12.22.35 PM.png

At the top of the page, you can enter the group’s name, description, and any relevant tags. Below that, you’ll see a list of available users that can be added to the group. Users can belong to multiple groups.

To add a user, select their name and click the single right arrow to move them to the Chosen section. To add all users, click the double right arrow. To remove users, select them from the Chosen section and click the left arrow. To remove all users, click the double left arrow.