Groups are created and managed on the Admin > Groups & Permissions screen. Groups determine permissions within Spider Impact. Permissions applied to a group are granted to all of its members.
You can create a new group using the + Add button.
You can then enter a name for the group, select a group type, apply Advanced and Organization permissions, add group members and group admins.
You can pick from four different group types. Once you pick a group type, permissions for the group can be set under Advanced.
Power Users have the most permissions available to them. Administrators are typically set as power users and granted all permissions.
Update Users can own items, set bookmarks, update KPI actual values and thresholds, add notes, modify files, set alerts and create tasks.
Interactive Users can set bookmarks, add notes and set alerts. Company executives are typically set as interactive users and granted the ability to see all organizations. They can review performance and comment on their findings.
View Only users can only view things in Spider Impact.
You can copy a group by selecting the group and selecting the Copy button.
You can then rename the group, and choose whether or not to copy the original group's members, admins, and organization permissions (Advanced permissions automatically carry-over).
You can delete a group by selecting the group and clicking the Delete button.
By Group vs. By Organization
You can edit a group by group or organization - the default view is "By Group".
The “By Organization” view allows administrators to see all groups who can view a particular organization. The idea here is that you can choose an organization and then see exactly who has permission to view it.
The top window on the right shows all of the groups that have “Direct Permissions” to the selected organization.
Administrators can also expand the “Cascading Permissions” box to see the groups who can see the selected organization based on permission to a higher-level organization.
Similarly, administrators can also expand the “Can View All Organizations” box to see who can view the organization based on global permissions.