MicroStrategy ONE

How to Create a Group

A group is a collection of users or other groups. Groups provide a convenient way to manage large number of users. Instead of assigning privileges to hundreds of users individually, you can assign privileges to all of the users at one time, as a group. Groups may also be assigned permissions to objects, such as the ability to add reports to a particular folder.

For more information, see the Setting Up User Security section in the System Administration Help.

  1. Access the Intelligence Server Administrator page. (How?)
  2. Hover over the Properties column and click Open Intelligence Server Administration Portal .
  3. Click User Manager . A list of the user groups that reside on the Intelligence Server appears.
  4. Click the New Group icon on the toolbar. The Group Editor opens.

  5. On the General tab, type a name and description for the group.

    To advance to the next tab, you must at least enter a name for the group.

  6. On the Project Access tab, select the security roles and privileges you wish to grant the group and its members.

    • The colored check marks and Xs indicate what the privileges are and where they are obtained from. For a list of privileges assigned to security roles, default privileges assigned to each group, and a definition of all privileges in MicroStrategy, see the Supplemental Reference for System Administration.
    • Use the Security Role Selection drop-down list below each project to assign inherited privileges to the user, based on predefined security roles. For background information on security roles, see About Managing Project Access Using Security Roles.
    • If you select the Custom security role, you can apply multiple security roles to the user for that project using the Project Access dialog box.
    • If + Inherited Access appears, the user has access according to the security role assigned to the project.
    • Several MicroStrategy products require separate licenses for those privilege to be available (for example, Web Professional privileges, OLAP Services privileges, Report Services privileges, and so on.) See the MicroStrategyWeb Administration Reference Guide for details on licensing and product options.
  7. On the Security Filters tab, assign any security filters to the user which you want to restrict the data this user can see displayed in reports. For details on security filters, see How to Assign Security Filters to Users and Groups.

  8. On the Groups tab, you can place existing groups within the new group you are creating. Any groups that you select from the list are placed within the new group, and therefore, at a lower level than your new group. You can expand and contract the existing groups to locate specific users, or search for groups using the Search field.

    The user privileges you grant may be extended depending on the groups to which the user belongs.

  9. On the Members tab, you can determine which existing users will belong to your new group. You can expand and contract the existing groups to locate specific users, or search for groups using the Search field.
  10. If you are using LDAP authentication for this group, on the Authentication tab, specify the distinguished name of the LDAP group to which members of this MicroStrategy group should be linked for authentication.
  11. Click OK.