Creating a group

Groups are collections of users who share the same account privileges. For instance, you may create groups that are based on department, role, or location. Groups enable you to make changes in one place (a group) instead of modifying each user account individually. Also, you can assign object rights to a group or groups. For information on object rights, see Report object management.

After creating a new group, you can add users, add subgroups, or specify group membership so that the new group is actually a subgroup. Because subgroups provide you with additional levels of organization, they are useful when you set object rights to control users' access to your Crystal Enterprise content.

To create a new group

1. Go to the Groups management area of the CMC.
2. Click New Group.
3. On the Properties tab, enter the group name and description.
4. Click OK.

Adding users

1. Click the Users tab.
2. Click Add/Remove Users.
3. Select the users to add to the group; then click the > arrow.

   Tip:    

   • To select multiple users, use the SHIFT+click or CTRL+click combination.
   • To search for a specific user, use the Look For field.
   • If there are many users on your system, click the Previous and Next buttons to navigate through the list of users.
4. Click OK.

   The Users tab appears.

   It lists all of the users who belong to this group.

Adding subgroups

1. Click the Subgroups tab.
2. Click Add/Remove Subgroups.
3. Select the groups that should be members of this new group; then click the > arrow.
4. Click OK.

Specifying group membership

1. Click the Member of tab.
2. Click the Member of button.
3. Select the parent groups that this new group will be a member of; then click the > arrow.

   Any rights associated with the parent group will be inherited by the new group you have created.

4. Click OK.