Managing groups of users | FundCentre Reporting (formerly InvestorVision)

  • Updated
InvestorVision is now called FundCentre Reporting.
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Applies to: General partners
 

Set up user groups to send ad hoc notifications to a group of users or to add to a workflow to publish or approve a document.

I want to

  • Create a user group
  • Remove users from a group
  • Delete a user group

Steps

Adding a group of users

Adding a group

  1. Click the Plus button in the top, right-hand corner and select Add Group.
  2. In the Group Name field, enter a meaningful name for the group.
  3. In the ID field, enter the group ID.
  4. Click Save.

Adding users to a group

  1. In the navigation pane on the left, click Groups.
  2. Click the group to which you want to add users.
  3. Click + Users.
  4. In the Search Users field, begin entering the name of the user and select the user.
  5. Click Add.
  6. Repeat steps 4 and 5 as necessary.
  7. Click Close when you are done adding users.

Removing users from a group

  1. In the navigation pane on the left, click Groups.
  2. Click the group from which you want to remove users.
  3. Select the checkbox in front of the user(s) that you want to remove.
  4. Click Remove From Group.

Deleting a group

You can delete a group if there are no permissions associated with it.

  1. In the navigation pane on the left, click Groups.
  2. Click the group that you want to delete.
  3. Click the vertical dot menu in the upper right and select Delete Group.
  4. Click Confirm.

Additional information

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