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Create a User Group

Create a user group to apply content permissions and workspace filters to a group of users who need access to specific accounts or workspaces.

Required Editions

User Permissions Needed
To create a user group: Admin
  1. To the right of the navigation bar click the dropdown arrow and then click the account workspace settings gear icon.
  2. From the account menu select User Groups and then click Create New.
  3. Name your user group.
    Note
    Note User group names may not be more than 100 characters.
  4. Configure the content permissions.
    1. To apply account and workspace permissions, click Manage Account & Workspaces and select the accounts that you want the user group to access.
    2. To enable access to specific workspaces, click the arrow next to the account and select the relevant workspaces.
    3. Save your selection.
    4. To apply collection permissions, click Collection Permissions and set the permissions. For more information, see Collection Permissions for User Groups.
    5. To restrict access to particular measurements or dimensions, select Restrict, and then click Manage.
      Note
      Note Each account has a limit to the number of available user roles. Select the required permissions.
    6. Select the field you want to restrict and use the arrows to move them into the restricted column.
    7. Save your selection.
  5. Apply workspace group filters. Filters restrict query results from displaying selected dimensions, custom dimensions and custom measurements.
    1. To filter out specific fields, select the workspace from the dropdown, and then click Add to select the fields.
    2. Save your selection.
    3. To filter by a date range, select Time Period.
  6. To add a user to a group, search for the user by email in the Apply to Users section, and then use the arrows to add or remove users. You can manage a user group only in the account that it was created in. Also, users must be created in the same account to be added to a user group.
  7. Save the user group.
  • Collection Permissions for User Groups
    You can apply collection permissions to a user group. If the group includes users with different user roles, such as admins, power users, and viewers, the collection permissions don’t extend the individual user role permissions.