Creating Users and Groups in Insight

If your organization is using embedded security, you need to authorize users and assign them to user groups.

If your organization is using an LDAP directory, your users are already authorized, and you do not need to authorize users or groups.

Newly created users will not be automatically assigned to any groups. When you are creating user groups and users for a newly installed version of Infogix Insight, create the user groups first so you can assign users to them later.

Create a User Group and Assign an Existing User to it To create a user group, complete the following steps.

Click System > Groups.
Click New, and give the group a name on the Details page.
Click Users, and select an existing user to assign to the group.
Click Apply, and then click Save.
The group now has the selected user assigned to it.

Create a New User ID and Assign it to an Existing User Group To create a new user ID, complete the following steps.

Click System > Users.
Click New, and provide a user ID, display name, email address, and password information on the lower pane on the Details page.
Click Groups to assign the new user ID to an existing group.
Click Add, and select the groups you want the user to be part of.
Click Apply, and then click Save.
The user is now assigned to the selected groups.