User Management in Reports Center is designed to be simple, centralized, and user-friendly. Through the Platform portal, administrators can easily manage users and organize them into groups. This streamlined approach makes it easy to control access and share reports efficiently across the organization.
Accessing User Management
To begin with user management learn how to access it:
Click on Administration from the main menu.
You’ll be directed to the Users Administration page.
Managing Users
Click on Users to open the Users page.
If you have the necessary permissions, tasks like creating or editing users will redirect you to the Platform portal for full access.
⚠️ Note: While the Users page allows you to view and edit individual user details, you can only assign users to groups here.
Managing User Groups
To simplify report sharing and permissions, Reports Center lets you organize users into Groups independent of your organization’s system-level groups for efficient user management in reports center.
Accessing Groups
Click on Groups in the menu.
The Groups page will display all groups created within your organization.
Here, you can:
Edit group names and descriptions
Add or remove users from specific groups
Grouping users in Reports Center helps you manage access and reporting with ease. These groups are especially useful for bulk sharing of reports and managing user access efficiently. It’s a smart way to keep your workspace organized and collaboration seamless.
👉 Join our Jet Reports Training and learn to create real-time, dynamic reports with confidence.
Creating a New Group
To create a new user group:
Go to Groups and click the Create Group button.
In the Create Group window:
General Tab: Enter the Group Name and a brief Description.
Users Tab: Click Add user to open a dropdown list of available users.
Select the users you want to add, then click Apply.
Once done, click Save to finalize the group.
By organizing users into groups, you streamline access control, simplify report sharing and keep your Reports Center structured and secure.
