Create/edit group
If you need to manage your users more efficiently and centralize administration in a single location, you are in the right place. Below, we present detailed documentation on the types of group registrations available in the application and the possibility of synchronization with existing groups in Entra ID (Azure AD).
The platform offers four methods to create groups, described below:
Import via Entra ID: Integrate directly with Entra ID to create groups from existing data.
Sync via Entra ID: Integrate directly with Entra ID on a recurring basis to create groups from existing data as changes occur in Entra ID.
Import CSV File: Import groups from a CSV file, facilitating bulk inclusion.
Create Group Manually: Create groups directly on the platform, with full control over settings.
Register User via API: Use API calls to create and manage groups, ideal for automated integrations.
These methods provide flexibility to adapt group management to your specific needs.
General
In this tab, you can register the group's name and description (both required), the home page after login, and the authentication method to be used.
Expiration date: Set an expiration date for the user. After this date, the user will not be able to access the system.
Home page after login: Select a specific page or report for the user to be redirected to immediately after login. Make sure the user has access to the selected report or application.
Authentication method: Choose the authentication method the user should use.
Permissions
In this tab, you define the permissions that the group will grant to the users who belong to it when viewing a report.
The permissions granted to the group only affect users in the reports that this group has access to. If you want to grant a permission to the user in all reports they have access to, the permissions applied directly to the user are applied to ALL reports that user has access to.
Reports
Here you associate the group with one or more reports, so that this group grants access to these reports for the users belonging to the group.
To grant access to a report, simply check the report and then click the "Save" button.
To remove the user from the report, simply uncheck the report and then click the "Save" button.
You can also manage report permissions on the report management screen, but the context becomes the specific report rather than the group.
Users
Here you associate the group with one or more users.
To add the user to the group, simply check the users and then click the "Save" button.
To remove the user from the group, simply uncheck the users and then click the "Save" button.
When the user belongs to a group, the report access permissions, RLS settings, and permissions are inherited from the group, which are added to the permissions the user already has.
You can also manage the association between Users and Groups on the User Management screen, but the context becomes the specific user rather than the group.
Assistants
If you are using Power Pilot assistants (Generative AI) in Power Embedded, this tab allows you to define which assistants will be available to the group.
On this screen you specify which assistants can be used by the group. What is an assistant
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