Creating report user groups and assigning users

Procedure

  1. On the REPORTS menu, under the Settings submenu, click Groups.
  2. To create a new user group, under the Groups section, from the Group name list, select the next "Empty" group and click Select.
  3. Enter a meaningful Name for this group and click Save.
  4. To add a new user to the group, under the Add a user section, enter the user's Name, their Email address and their SMS number.
  5. To send reports in HTML format, select Enable HTML Email.
  6. Enter descriptive Comment for this user.
  7. To prevent emails and SMS going to that user but keeping them a member of this group, clear the selection for Enabled, otherwise leave it selected.
  8. Click Add.

Follow-up tasks

  • To test a group's configuration:
    1. Make sure you have the group selected, under the Groups section, select the relevant Group name and click Select.
    2. Under the Current users section, select Mark next to the users that you want to sent a test to.
    3. From the list, choose either "Email to SMS Output System" or "SMTP (Email) Output System" depending on your selected group's settings and click Send test.
  • To edit or remove a user in the group:
    1. Under the Groups section, from the Group name list, select the group that you want to amend and click Select.
    2. Under the Current users section, select Mark next to the user:
      1. To amend the user's details, click Edit, adjust the settings and click Add.
      2. To remove the user, click Remove.
  • To delete a group:
    1. Under the Groups section, select the relevant Group name and click Select.
    2. When you're sure you've the group that you want to remove, click Delete.

Note: Deleting a group also deletes all group members but doesn't remove the users from the directory.