Sabasi Dashboard Group Section

The Groups section allows administrators to create and manage groups for organizing users, permissions, and their access to menus and dashboards.

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Creating and Managing Groups

Fields in the “Edit Groups” Form:

1. Group Name:
   • Enter the name of the group.
   • This field is required.
2. Valid Upto:
   • Set the expiration date and time for the group.
   • After this date, the group will no longer be active.
3. Add Description:
   • Provide a brief description of the group’s purpose or function.
4. Data Permission:
   • Select the level of access the group will have to datasets.
   • Options include:
     • Read ( View Only)
     • Read / Write
5. Dashboard Permission:
   • Choose the level of access the group will have to dashboards.
   • Options include:
     • Read ( View Only)
     • Read / Write

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Assign Menu

Purpose:

The Assign Menu section allows administrators to assign specific users to menus and dashboards under the group.

Fields:

1. Menu:
   • Select the menu you want to assign to the group.
   • Only available menus will be listed.
2. Select User:
   • Choose the user(s) to be assigned to the selected menu.
   • Only users within the organization will appear in this list.
3. Select Dashboard:
   • Assign specific dashboards within the selected menu.
   • Users assigned to this dashboard will have permissions based on their roles and group-level settings.

Actions:

• Assign Menu:
  • Click this button to save the assignments.
  • Users and dashboards will be linked to the menu and group immediately.
• Cancel:
  • Discards any changes made in the current form.

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Additional Notes:

1. Group Expiry:
   • When the group’s validity period expires, users in the group lose access to its associated permissions, menus, and dashboards.
2. Multiple Assignments:
   • Users can be part of multiple groups, each with distinct permissions.
3. Hierarchy of Permissions:
   • If a user belongs to multiple groups, the highest permission level among the groups will apply.
4. Dashboard and Menu Access:
   • Groups act as a way to collectively manage access to menus and dashboards for multiple users.
5. Editing Existing Groups:
   • Navigate to the group’s settings to update its name, permissions, or associated menus/dashboards.

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