Adding Group Definitions

Zoomdata system administrators and users who are assigned to a group with group management privileges can add group definitions to a Zoomdata account .

To add a group definition:

  1. Log into Zoomdata as a Zoomdata administrator or a user who has been assigned to a group with group management privileges.

    If the user name you log in with is also associated with other Zoomdata accounts, verify that the correct account is selected. See Switching Accounts.
  2. Select (Settings) and then select Users & Groups. The Users and Groups page appears. It contains two options: Users and Groups.

  3. Click the Groups option to see a list of all of the group definitions that have been defined for the account.

  4. Click to start the group definition editor. The group definition editor has four tabs: General, Data Sources, Members, and Privileges. Until you have specified a group name on the General tab and saved the new group, the other three tabs cannot be accessed.

  5. Select the General tab and supply a group name in the Group Name box. Optionally provide a description of the group in the Description box.

  6. Click to save the new group. The group is now defined, but has no members and has read-only access to all data source configurations and only the default assigned privileges.

  7. Select the Data Sources tab and define the data source configuration permissions and restrictions needed for the group. See Restricting Data Source Configurations in a Group for more information.

  8. Select the Members tab and assign users to the group. See Adding and Removing Members of a Group for more information.

  9. Select the Privileges tab and select privileges for the group. Privileges allow the administrator to grant permission to perform specific Zoomdata functions to all members of a group. See Group Privilege Reference for more information.

  10. After data source configuration restrictions, members, and privileges have been specified for the group, click to save the group.