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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 |
- To the right of the navigation bar click the dropdown arrow and then click the account workspace settings gear icon.
- From the account menu select User Groups and then click Create New.
- Name your user group.
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Configure the content permissions.
- To apply account and workspace permissions, click Manage Account & Workspaces and select the accounts that you want the user group to access.
- To enable access to specific workspaces, click the arrow next to the account and select the relevant workspaces.
- Save your selection.
- To apply collection permissions, click Collection Permissions and set the permissions. For more information, see Collection Permissions for User Groups.
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To restrict access to particular measurements or dimensions, select
Restrict, and then click Manage.
Note Each account has a limit to the number of available user roles. Select the required permissions. - Select the field you want to restrict and use the arrows to move them into the restricted column.
- Save your selection.
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Apply workspace group filters. Filters restrict query results from displaying selected
dimensions, custom dimensions and custom measurements.
- To filter out specific fields, select the workspace from the dropdown, and then click Add to select the fields.
- Save your selection.
- To filter by a date range, select Time Period.
- 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.
- 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.
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