How to set up a user group
This brief tutorial goes through how to set up a new user group
Setting up a user group
On the 'User Management'-tab swap to the 'User groups'-page in the leftside navigation bar.
On the 'User groups'-page, click '+ Create user group' to create a new user group or click one of the existing user groups to edit that user group.
In this tutorial we will create a new user group, but the process of creating a new user group and editing an existing user group is the same. Clicking '+Create user group' presents you with the 'Create user group'-page.
The first thing to do is to set a name for the user group. This name should reflect what the user group has access to.
Next you can optionally add a default dashboard. This dashboard will then be the default dashboard for newly invited users with this user group. If no default dashboard is chosen, user in the user group will have an empty dashboard they can configure themselves, given they have the right permissions.
Next is choosing the languages, business units and segments users in this user group can access and whether they have write or read access. Remember to click 'Save' when done.
A user group must at minimum have a name, one language and at least one segment per dimension. A user group is not required to have a business unit, this can be omitted by not clicking the '+ Add business unit'-button
Read more about languages, business units and dimensions/segments here: Languages, Business units, Dimensions
Example of what a nordic user group could look like
In this tutorial we have have created a user group for nordic users.
Users in this user group has write access to danish, swedish and norwegian and read access to english.
Additionally they have write access to the 'Nordic markets' business unit, the currencies 'DKK', 'SEK' and 'NOK' for the dimension 'Currency' and the market 'Denmark' for the dimension 'Market'.
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