How Do I Create and Manage Subgroups and Users?

The features described in this article are only available to customers subscribed to iClassPro's Enterprise Plan. For more details or to request additional information about our Enterprise Plan, visit https://iclasspro.com/enterprise.

IN THIS ARTICLE:
Learn how to create subgroups in your Enterprise Portal and how users are assigned.

What are Subgroups?

Subgroups are exactly what the name suggests: a subsection of your main Enterprise Portal group. These are set up in such a way that users assigned to a specific subgroup will only have access to see data and access specific accounts. This is particularly useful in situations where a business owner may require access to several different accounts.

Creating Subgroups

ep_users01.png

  1. Select “Groups” from the Enterprise Portal navigation menu.
  2. Click the “+” button in the bottom right-hand corner of the screen to launch the “Create Group” screen.
    ep_users02.png
  3. Enter the following information for the new Group:
    • DETAILS
      • Name - the name of the Group to be created.
      • Active/Inactive - determines whether the Group is enabled or disabled.  All new accounts are considered “Inactive” upon creation.
    • USERS
      • User Email - the email address for a “regular” staff user that will exist in all of the selected accounts.
      • Admin Email - the email address for an “admin” staff user that will exist in all of the selected accounts.
    • ACCOUNTS
      • Click the “+” button to the left-hand side of an account to add it to the Group.
  4. After you have added all the necessary details, click the checkmark in the bottom right-hand corner of the screen to save the group.
    ep_users03.png

Assigning Users to Subgroups

Users are assigned to a specific Group/Subgroup when their user account is created.

Adding Enterprise Portal Users

    1. From the main Enterprise Portal screen, click “Users” from the navigation menu on the left-hand side of the screen.
    2. Click the “+” button on the bottom right-hand side of the screen to launch the “New User” window.
      ep_users04.png
    3. Fill in the following details for the new user:
      • DETAILS
        • First Name
        • Last Name
        • Email/Login
      • STATUS
        • Level
          • User/Admin
        • Active/Disabled
          • NOTE: all new users are considered “Active” by default.
        • Group
          • The “Group” option will list all available Subgroups along with a “No Group” option.
            • If a specific group is selected, the User will be made a member of that group/subgroup
              • If “No Group” is selected, the user will be part of the Parent Group.
      • POWER BI DETAILS
        • Power BI Link
          • If a link is defined, the user will have access to both the embedded Power BI report and the Enterprise Portal Dashboard.
          • If no link is defined, the user will only have access to the Enterprise Portal Dashboard.
    4. After you have added all the necessary details, click the checkmark in the bottom right-hand corner of the screen to create the user.
      ep_users03.png

NOTE: Once a user has been assigned to a Group/Subgroup, this cannot be edited. If a user must be moved to another group, you will need to delete/recreate the user and assign the new user profile to the correct Group/Subgroup.

Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).