Overview
This section describes how Groups are used within the application. Groups are a vital element of Yellowfin security and Broadcast processes. Groups assist users by allowing commons sets of people to be added in to general groups which can then be attached as a single entity to various elements within the application.
Group List
Groups can be created and managed through the Admin Console. Once a group has been defined there are processes within Yellowfin that will automatically maintain members of a group on a regular basis.
Delete Groups
To delete a group so that it is no longer available for adding into reports and use for security select the group you wish to delete, and click the delete link.
This will not physically delete the Group from the system - since the group may be in use. The status of the group will be changed so that it is no longer available for use.
Note: If a group is accidentally deleted it can be re-instated by your Yellowfin DBA by updating the group status code.
Create Groups
To create a new Group either click the 'create new group' from the Administration Panel or Create New from the Group list page.
- Type in the name and description of the group
- Select the members you wish to add and click 'add' to include them into the members list. If you wish to specifically exclude a member - tick Exclude from the member control option.
- Click 'Submit and Close' to save and close your group.
Default Dashboards
If you wish to automatically add dashboard tabs to a user's dashboard when they are created you can assign the default tabs for a user group. Choose the tab and click 'add' to add them to the list of tabs. The order you add tabs to a user group will be the order they are sorted on the dashboard (see the numbered list pictured below). All these tabs will be created for a new user when they first login to Yellowfin.
Group Members
To assign users to a group you will have to create member records. This is done by deciding how members should be assigned. To assign members you can either add in specific users or specific types of users. For example you could create a group that includes all users with the role of 'Public Writer'.
Member Types
The following member types are available from within Yellowfin:
Person |
Individual users of Yellowfin. |
|---|---|
Role |
If you wish to select all users from a selected Yellowfin role - such as administrators then select role. |
Group |
Pre-existing groups that have been created in the group management list. |
LDAP Group |
If you have configured your assess to use LDAP directories then you will be able to select an LDAP group. Yellowfin will synchronise with this group on a daily basis. |
Member Control
The member control allows you to determine if the user should be included or excluded from the group. For Example you might want to include all Public Writers in a group but exclude John Smith.
If a user is excluded from a group then this overrides any record from which they might be included. The exclusion process is the last step of building the group members.
- Select the type of member you want to add to a group
- Determine if you wish to include or exclude them from the group
- Click add to add them into the members list