User Groups
Share with a team instead of one person at a time.
A user group is a named set of users with a designated group leader. Once a group exists, anything that can be shared with a user can be shared with the group instead — and membership changes take effect everywhere at once.
What Groups Can Be Used For
- Sharing reports and datasources with everyone in the group
- Naming a group as an approver on a release pipeline stage
- Targeting a data governance rule at a whole team via the PersivX User Group condition
The Groups Table
| Column | Meaning |
|---|---|
| Group Name | The group's name. |
| Group Lead | The user who leads the group. |
| Num Members | How many users are in it. Click through to see and manage them. |
| Reports Shared | Reports shared with the group as a whole. |
| Created By / Created At | Who created the group, and when. |
| Has Access | Whether the group is currently active. |
Creating a Group
Click Add new user group and provide:
- Group Name — required.
- Group Leader — start typing to search users in your organization. Leave it blank and you are assigned as the leader.
Managing Members
Open a group from the Num Members column to see its members. From there you can:
- Add members — search the organization by name or email and add one or more users
- Remove a member — removes them from the group only; their account and license are untouched
- Update group info — rename the group or change its leader
⚠️ Deleting a Group
Deleting a group removes it from everything it was granting access through. Users who relied on the group for access to a report will lose that access unless they also have it directly or through another group.
💡 Groups vs. Contact Groups
A user group is a set of PersivX users, used for access and approvals. Contact groups, managed separately, are lists of recipients used when delivering reports — see Scheduler & Smart Alerts.