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Procedure documentationCreating an Application Group Locate this document in the navigation structure

Procedure

  1. Click Manage Application Groups in the Administration section.

  2. Click New to display the New Application Group dialog box.

  3. Type a name for the application group and click OK.

    You cannot use special characters in the name. The name is added to the Application Groups list. By default, a new application group has no users assigned to it, no available tabs, and no permission to save any components.

  4. In the Groups and users section, do one of the following:

    • Select System Groups to assign system groups to the currently selected application group.

    • Select Users to assign individual users to the currently selected application group. The list displays the first 500 users. If there are more users to display, click Get full user list. A message box explains that the retrieval may take more than 60 seconds. Click OK. The Users list is updated to contain the entire list of users.

      Note Note

      As you assign users to application groups, keep in mind the model connections and contexts they will be accessing. For example, say you assign user 1, user 2, and user 3 to a model connection. Then you assign user 1 to an application group and you assign the application group to a context. Then you assign the model connection to the context. Only user 1 can access the context even though user 2 and user 3 can access the model connection.

      End of the note.

  5. From the left-hand list, select users or system groups and click Add to add them to the right-hand list.

  6. In the Reporting Permissions section, select any of the following options:

    • Create Initiatives allows the members of the application group to create initiatives in the Initiatives component.

      Note Note

      This application group must have access to the Initiatives tab.

      End of the note.

    • Create Comments allows the members of the application group to create comments and replies in any component available to them.

    • Create Operational Reviews allows the members of the application group to create operational reviews in the Home component.

      Note Note

      This application group must have access to the Home component.

      End of the note.

    • Save Public allows the members of the application group to save dashboards and reports to a public set.

      Note Note

      This application group must have access to the Dashboard tab and Reports tab.

      End of the note.

    • Display Advanced Report Settings allows the members of the application group to change report settings in the Reports component.

      Note Note

      This application group must have access to the Reports tab.

      End of the note.

  7. In the Administrative Permissions section, select any of the following options:

    • Create/Edit Objectives allows the members of the application group to create and edit objectives using the Perspectives and Objectives link in the Libraries section.

    • Create/Edit Strategy allows the members of the application group to create goal diagrams, a cause and effect diagram, and themes or pathways using the Strategy section.

    • Create/Edit Contexts allows the members of the application group to create contexts using the Contexts section.

    • Create/Edit Scorecards allows the members of the application group to create scorecards using the Scorecards section.

  8. Click Save to save the application group definitions. If you do not click Save and you switch to a different component or you select a different application group from the Application Groups list, the changes are not saved for this application group.

  9. In turn, create an application group for each unique set of permissions you want to define for users. A user can belong to any number of groups.