How do I create and manage groups in Cloud Reporting?

In Bold Reports® Cloud, you can add, edit, and delete groups, assign users to groups, and manage group permissions from the group management page.

A group is a collection of users to which permissions can be assigned.

Group management page listing groups

How to add a new group

You add a group from the group management page by clicking New Group and entering a name and an optional description.

  • To add a new group to Bold Reports® Cloud, click the New Group button on the groups management page.

  • New groups can be added by providing a name and an optional description for the group.

    Add Groups

Enter a name and description, and then click Add. The new group is created, and you can proceed to add users or manage permissions for it.

How to edit a group

You edit a group’s name, description, and members on the group edit page.

  • Select the name of the group you want to edit.

  • Click Edit Group.

    Group name selected in the group list to open its details

    Edit Group button on the group details page

  • Make the necessary updates to the group and save the changes.

    Edit group dialog with updated name and description to save

Group name and description can be edited on the group edit page. Additionally, users can be assigned or removed from the group on this page.

How to delete a group

You can delete a group you no longer need from the group management page or the group edit page. You cannot delete the System Administrator group.

From group management page

  • Click the Delete icon of a group to delete that group.

    Delete single group

  • To delete multiple groups, select them and then click Delete Groups.

    Delete multiple group

From group edit page

On the group edit page, click Manage, and then select Delete Group.

Delete group from group edit page

Assign users

You assign users to a group so that they inherit the permissions assigned to the group. On the group management page, click the Add Users icon of the group. On the group edit page, select users in the Add user list, and then click Add.

Assign users option for a group on the group management page

Add users in the group edit page

Users can also be removed from the group if the user no longer needs the permissions of the group. Click on Remove next to the user in the group edit page to remove the user from the group.

If a user no longer requires the permissions associated with the group, they can be removed from the group by clicking Remove on the group edit page.

Remove option to take a user out of a group on the edit page

Manage permissions

You open a group’s Manage Permissions page from the group management page or from the group edit page.

  • Click the Manage Permission icon of the group on the group management page.

    Manage Permission icon for a group on the group management page

  • Click the group’s name on the group listing page to navigate to the group edit page. Then, select the Manage Permissions option from the Manage drop-down menu in the top right corner of the page.

    Manage Permissions option in the Manage menu of the group edit page

  • You can find the permissions assigned directly to the group in the Manage Permissions grid.

    Manage permission grid

  • Click Add Permission to assign permissions to the group.

    Add Permission

Steps to add permission to the group

  1. Select the entity
  2. Choose the scope if the entity is not of the All Resource or All Settings item type.
  3. Select the access mode
  4. Click Add to include the specified permission to the group.

You can also select multiple scopes and entities to assign multiple permissions. For more information on how to add and manage permissions, see the Manage Permissions section.

Frequently asked questions

Do users inherit the permissions of their group?

Yes. Users assigned to a group get the permissions assigned to that group. The user’s Manage Permissions grid shows both direct permissions and permissions inherited from groups.

How do I add users to a group?

Open the group edit page and assign users there. You can also select users on the user management page and assign them to an existing group or a new group.

Can I delete the System Administrator group?

No. You cannot delete the System Administrator group. You can delete any other group from the group management page or the group edit page.

Can I import groups from Microsoft Entra ID?

Yes. You can import groups from Microsoft Entra ID (formerly Azure Active Directory) and synchronize them. See Import Groups.

Can I manage groups with the REST API?

Yes. The Bold Reports® REST API v1.0 lets you retrieve, add, update, and delete groups and users. See REST API v1.0.