Create, edit, or delete a group in a single-tenant environment
Before adding users, create the groups to which they belong. Each group includes a set of privileges for its users.
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This article contains instructions for managing groups in a single tenant environment. If you do not have an Org switcher between the help icon and the Search answers and Liveboards search box, your company is in a single tenant environment. If your company uses the Orgs feature for multi-tenancy in ThoughtSpot, you can see an Org switcher to the left of the help icon in the top navigation bar. Refer to Create, edit, or delete a group in a multi-tenant environment. |
Create a group
To create a group and add privileges for the group, follow these steps:
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Navigate to the Admin Console by selecting on the Admin tab from the top navigation bar.
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Select Groups from the side navigation bar that appears.
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Select the + Add Group button on the upper-left side of the list of groups.
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In the Add a new group modal, enter the details for the new group:
- Group name
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Enter a unique name for the group.
- Display name
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Name of the group as it appears in ThoughtSpot.
- Sharing visibility
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Indicate whether objects can be shared with this group. When set to SHAREABLE, this group is an option in the Share dialog.
- Description
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Optionally, enter a description.
- Privileges
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Check the privileges you want to grant to the group. If you add the privilege Has administration privileges to a group, all users in that group can see all the data in ThoughtSpot. Administrators can always see all data sources, and row-level security does not apply to them.
Privileges are not available on clusters with RBAC enabled.
- Roles
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Check the roles you want to assign to the group. If you add the role Super Admin to a group, all users in that group can see all the data in ThoughtSpot. Super Admins see all data sources, and row-level security does not apply to them.
Roles are only available on clusters with RBAC enabled. RBAC is disabled by default. To enable this feature, contact ThoughtSpot Support. -
You can also add Groups (these would be the subgroups of the group you are editing) and Users.
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Select Add to create the group.
Edit a group
After adding a group, you can edit its settings to add or revoke privileges. The new settings apply to all group members.
To edit an existing group, follow these steps:
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Navigate to the Admin Console by selecting on the Admin tab from the top navigation bar.
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Select Groups from the side navigation bar that appears.
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Find the group you want to edit in the list, and select its name.
If you don’t immediately see the name of the group, try searching for it.
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You can change the Group name, Display name, Sharing visibility, Description, and the selected Privileges.
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Make your changes, and select Update.
Groups
When editing a group, keep in mind that only subgroups or possible subgroups appear in the list of groups. The No Groups in Group only indicates there are no children in this group’s hierarchy. Do not underestimate the importance of the parent(s) of the group, because each group inherits the privileges of each of its parent groups.
Follow these steps to change subgroups of the group:
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Select the Groups tab.
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Select the groups you want to add in the list by clicking the box next to the group name.
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You can also use Search to find groups by name.
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Deselect the groups you want to remove from the list by clearing the box next to the group name.
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Select Update to save changes.
Users
Follow these steps to change the users of the group:
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Select the Users tab.
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Select the users you want to add in the list by clicking the box next to the user name.
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You can also use Search to find users by name.
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Deselect the users you want to remove from the list by clearing the box next to the user name.
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Select Update to save changes.
You can configure groups so that users receive a welcome email that introduces them to ThoughtSpot, and initiates the onboarding process.
Follow these steps to configure group-wide emails:
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Select the Email tab.
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Under Resend welcome email, select either either All users or New users.
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Enter optional text for the email.
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To send the email immediately, select Send.
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To test the email, select "Test welcome email." ThoughtSpot sends the welcome email only to the email address registered to your account.
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Select Update to save changes.
Deleting groups
To delete existing groups, follow these steps:
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Navigate to the Admin Console by selecting on the Admin tab from the top navigation bar.
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Select Groups from the side navigation bar that appears.
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Select the groups you plan to delete by clicking the box next to the group name.
If you don’t immediately see the name of the group, try searching for it.
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Select Delete in the upper-left corner.
List group members
When browsing through users or subgroups, you can often see only a limited list. To check for other users, search for the name of a specific user or subgroup.
Add multiple users to a group
To add multiple users to a group, you must be on the Users interface. Follow these steps:
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Navigate to the Admin Console by selecting on the Admin tab from the top navigation bar.
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Select Users from the side navigation bar that appears.
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Select the names of users you plan to add to groups by clicking the box next to the user name.
If you don’t immediately see the user name, try searching for it.
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Select the Add Users to Groups button on the top of the list of users.
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In the Add Users to Groups interface, choose the groups by clicking the box next to the group name.
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Select Add.
