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  • Welcome to Infinity - The Gen AI Platform for Business Intelligence
  • Interactive Quick Start Guide
  • Comprehensive User Guide
    • 1. Connecting Your Data
      • Uploading Files as a Datasource
      • Connecting to Databases and Cloud Data Sources
      • AI-Powered Context Generation Wizard
      • Managing Data Sources
      • Supported Data Connectors
    • 2. Charts
      • Creating Charts
        • AI Chart Builder
        • Drag-Drop Builder
        • Data Explorer
      • Chart Customization
        • Chart Configuration Basics
        • Intent and Its Role in Chart Generation
        • Modifying Selected Data Sources and Tables
        • Understanding and Editing the SQL Query
        • Changing the Chart Type
        • Modifying Data Components
        • Using Pivoting for Multi-Dimensional Analysis
        • Applying Filters
        • Customizing Chart with Advanced Editor Panel
          • Styles
            • Chart Background
            • Titles
            • Legend
            • Grid
            • X-Axis
            • Y-Axis
            • Secondary Y-Axis
            • Series
          • Sharing
          • Prompts
          • JS (Code Mode)
        • Using AI Chatbot for Quick Modifications
      • Featured Chart Examples
        • Line/Bar/Column/Scatter Chart
        • Combo Chart
        • Stacked Area/Bar/Column Chart
        • 100% Stacked Column/Bar/Area Chart
        • Pie Chart
        • Metric Chart
        • Bubble Chart
        • Geo Chart
        • Geo with Makers Chart
        • Sankey Chart
        • Histogram Chart
        • Annotation Chart (ToDo)
        • Table Chart
        • Tree Map Chart
        • Timeline Chart (todo)
        • Gauge Chart (todo)
        • Custom Charts
      • Managing Charts
      • Accessing Charts
      • Chart Actions
    • 3. Storyboards
      • Creating Storyboards
      • Storyboard Customization
      • Managing Storyboards
      • Accessing Storyboards
      • Storyboard Actions
    • 4. Feed Page
    • 5. Curated Page
    • 6. Beacons: Working with Unstructured Data
      • Beacon : Basics
      • Creating Beacons
      • Accessing Beacon Data
      • Managing Beacon
    • 7. User and Access Management
      • Inviting Colleagues
      • Approving Join Requests
      • Roles
      • Orgs
      • Distribution Lists
      • Layouts
    • 8. Site Customization
    • 9. Subscriptions
      • Scheduled Emails
      • Event Based Notifications (Alerts)
      • Managing Alerts and Scheduled Emails
    • 10. Profile and settings
    • 11. Making the Most of Infinity's AI-Powered Features
    • 12. Advanced Topics
      • Chart Variables
      • Custom Computes for Event Based Subscriptions
      • Drill-down or Reference Charts
      • Custom XLS Template
      • Custom PPT Template
      • Editing the Chart JavaScript
    • 13. Getting Additional Help
      • Video Resources
      • Best Practices
      • FAQs
        • Error while creating chart
        • User not able to access Charts
        • Unable to Create a DataSource
        • Hard Reset/Reloading the browser
      • Contact Support
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On this page
  • Key Benefits of DLs
  • Creating a Distribution List
  • Adding a DL to Charts & Storyboards
  1. Comprehensive User Guide
  2. 7. User and Access Management

Distribution Lists

In this article, we will learn how to use distribution lists to effectively manage groups of users with similar needs.

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Last updated 3 months ago

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

  1. Assign Permissions to an Entire Group – Instead of assigning permissions to individual users, you can assign them to a DL, ensuring consistency and efficiency.

  2. Subscribe Groups to Reports & Alerts – Subscribe an entire DL to scheduled reports and automated alerts, ensuring all relevant users receive updates.

  3. 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

  1. Click on the Settings icon in the left menu.

  2. Select User Management from the dropdown.

  3. Click on the DL (Distribution Lists) tab.

2. Add a New Distribution List

  1. Click the "Add DL" button.

  2. Enter a DL Name and an optional Description.

3. Assign Users to the DL

  1. Click "Add User".

  2. Select users who should be part of this DL.

4. Add Charts & Storyboards

  1. Click "Add Chart" to include charts in the DL.

  2. 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:

  1. Open the Chart or Storyboard.

  2. Navigate to the Sharing Settings.

  3. Select the relevant DL from the list.

  4. 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.