Distribution Lists
In this article, we will learn how to use distribution lists to effectively manage groups of users with similar needs.
A Distribution List (DL) in Infinity is a logical collection of users that can be managed collectively. DLs allow administrators to streamline access control, reporting, and notifications for groups of users instead of managing permissions individually.
Key Benefits of DLs
Assign Permissions to an Entire Group – Instead of assigning permissions to individual users, you can assign them to a DL, ensuring consistency and efficiency.
Subscribe Groups to Reports & Alerts – Subscribe an entire DL to scheduled reports and automated alerts, ensuring all relevant users receive updates.
Manage Charts & Storyboards for a DL – Assign specific charts and storyboards to a DL to provide access to relevant insights.
Creating a Distribution List
1. Navigate to DL Management
Click on the Settings icon in the left menu.
Select User Management from the dropdown.
Click on the DL (Distribution Lists) tab.
2. Add a New Distribution List
Click the "Add DL" button.
Enter a DL Name and an optional Description.
3. Assign Users to the DL
Click "Add User".
Select users who should be part of this DL.
4. Add Charts & Storyboards
Click "Add Chart" to include charts in the DL.
Click "Add Storyboard" to link relevant storyboards.
5. Save the Distribution List
Click "Save" to finalize the DL.
The new DL will now appear in the list and can be assigned to charts, storyboards, or variables.
Adding a DL to Charts & Storyboards
Once a DL is created, you can add it to a chart or storyboard directly from the sharing page. This allows the entire group to access the content without having to assign permissions individually.
Steps to Add a DL to a Chart or Storyboard:
Open the Chart or Storyboard.
Navigate to the Sharing Settings.
Select the relevant DL from the list.
Save the settings to grant access.
By using Distribution Lists, admins can simplify user management, improve access control, and ensure efficient communication across teams in Infinity.
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