Create Custom Groups

Create Custom Groups

DataLynx users who are members of the account admin (ADM) group have the authority to create new custom "Reporting Groups". 

A Reporting Group in DataLynx is a grouping of Users + Locations + Reports/Screens that is used to grant access to resources for users. By default, DataLynx automatically creates the following Reporting Groups for every new client/store:
  1. All - All client stores and reports/screens.
  2. ADM - Client administrators.
  3. LE - Legal entity stores and reports/screens.
  4. OU - Created for each store.
  5. PR - Payroll reports/screens.
  6. Recon - Vendor  Parts Recon system access.

Users with admin authority may create custom combinations of reporting groups using the following steps:
1. Create new group - In DataLynx Admin, under the "ADMIN" header, click "Manage Groups", then click the "new group" link. Give your group a unique name and click "Save":


2. Add Stores (aka OUs)

3. Add Users

4. Add Reports/Screens