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.
Groups can be created and managed through the Administration Panel. Once a group has been defined there are processes within Yellowfin that will automatically maintain members of a group on a regular basis.
The group list page allows you to view all your Groups. Click the Group Management link on the Administration Panel to access the list.
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.
To create a new Group either click the 'create new group' from the Administration Panel or Create New from the Group list page.
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.
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'.
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. |
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.