Creating and managing groups and roles

You can create new groups and roles in the Cognos namespace. These roles are not dependent on the authentication providers and can be managed only in IBM® Cognos® Analytics.

You can add users, groups, or roles from multiple external namespaces and from the Cognos Users namespace, if available, as members of the Cognos groups and roles.

Before you begin

When you plan to add entries from multiple namespaces as members of the Cognos groups and roles, log on to each namespace before you start this task.

About this task

When you delete a Cognos group or role, users' access permissions based on it are no longer active. You cannot restore access permissions by creating a group or role with the same name.

You need the Users, Groups, and Roles administration capability to manage accounts. For more information, see User capabilities.

Note for Cognos Analytics on Demand users:

Procedure

  1. Click Manage > People > Accounts.
  2. Click the Cognos namespace to open it.
  3. Click the new group Icon to add new group or new role Icon to add new role icon, type a unique name for it in the space that is provided, and press the enter key. The group or role is added to the list of entries in the Cognos namespace.
    Tip: You can also create groups and roles within folders. Click the new folder new folder icon icon to create a new folder.
  4. Add members individually to the new group or role in the following ways:
    1. Locate the new group or role in the Cognos namespace. To quickly find the entry:
      • Type text in the Search icon. Find field.
        Note: You can click the Search Method icon Search icon. to find entries that either contain, start with, or are an exact match with the text that you type.
      • Click the Type Filter icon icon to narrow the view of entries.
    2. From the group or role More Context menu icon menu, click View members, and click Add object icon Select.
    3. In the Add members panel, click the required namespace and locate the user, group, or role that you want to add. You can add members from any namespace or multiple namespaces that you are logged in to. If necessary, use the search and filter functions to find the user, group, or role to add.
    4. Select the required users, groups, or roles. You can control-select multiple entries. Click OK. The selected entries are displayed on the Members tab.
  5. To perform a bulk import of multiple members to the members tab, follow these steps:
    1. Click Import icon Import.
    2. In the Bulk import users panel, enter one or more member names, separated by semicolons (;).

      Use the format namespace/[account | group | role]

      Tip: To specify account, enter the user's given name that appears in the Name column after you select People > Accounts > namespace_name.
    3. Click Import icon Import.
    4. Click Done.
  6. To remove a member, point to its name, and click the remove Delete icon icon.

    The group or role now includes members. It can also be added to another group or role.

What to do next

The group or role More Context menu icon menus provide options to manage these entries. In Properties, on the Permissions tab, you can set access permissions for the groups and roles. The View members option allows you to add or remove members of a group or role, and the Add to option allows you to add the entry to another group or role, or to a folder. With the Copy or move option, you can copy or move the entry to another location in the namespace. To delete the group or role, use the Delete option.