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| Field | Description |
|---|---|
| Name | Enter a name to easily identify your user group. This is also the name that Yellowfin will use to identify the group throughout the system (including any client orgs). |
| Description | This field provides additional space to describe your group, should you need it. |
Group Status | New groups can be saved as drafts while you're working on them. Once active, groups remain active unless they're deleted. |
| Group Security | If you check this checkbox, make sure you've added a member to the group who has a role that will enable them to manage the group. Enabling group security means only group. members are able to make adjustments to the group. |
| Group Visibility | From Yellowfin 9.4, groups can be set to be visible at both the primary organization and all of its client organizations. If your instance of Yellowfin has no client orgs, you can safely ignore this checkbox entirely. If you do have client orgs, use this checkbox to make user groups visible all all your client orgs. This can be useful for organizations with standardized user group names across instances. See the Multi-client User Groups wiki page for detailed information. |
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.
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