Adding Users and Creating Groups

⚠️ Check Your Version.

The steps in this article are for Dashboards & Analytics (Amazon Q) users only. If you use Reports (Microstrategy), proceed to these articles instead.

Authors or Author Pros can add external recipients to receive scheduled dashboard deliveries. They can also create groups of internal or external users to assign these deliveries more efficiently.

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Adding External Recipients

1. Click Corporate Profile from under your user name.

2. Click Dashboard And Analytics Admin from under the Dashboards and Analytics section.

   

3. Click the Recipients tab.

4. Click +Add External User.

   

   The Add External Recipients window displays.

5. Enter a first name.
6. Enter a last name.
7. Enter an email address.
8. Optional: Click Add Recipient to create another row for additional recipients.
9. Optional: Click Import Users to download a CSV Template. Fill out the template, then click Choose a File to upload and import multiple users at a time.
10. Click Save.

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Creating Groups

After creating a group, you can select it when scheduling and sharing dashboards.

1. Click Corporate Profile from under your user name.

2. Click Dashboard And Analytics Admin from under the Dashboards and Analytics section.

   

3. Click the Reporting Groups tab.

4. Click +Create Group.

   

   The Add Group window displays.

5. Enter a group name.

   At this time, group names cannot contain spaces. An error will display upon saving a name with spaces.

6. Enter a description.
7. Place a checkmark next to the user(s).
8. Click Add to Group. You can view the members you've added by clicking the Group Members tab.
9. Click Save.