Manage Permissions by Group

Manage Permissions by Group

Before you begin managing permissions at group level, you may want to know more about subscription licenses, admin and reporting access.
The application of user permissions can be simplified by using group policies. 
​When more than one group Policy is set, the User will inherit the highest level of permission set in Group Policy.
A green tick or check mark for Reporting Access, Admin Access or Subscription, under People or Group settings, means that access is being managed by Group via Group Policy rather than by Individual users.
To exclude a user from inheriting subscription from Group Policy, disable the 'Subscription applied via group policy' toggle from the individual's user profile.

Setting a Group Policy 

A group policy for administrative and reporting access, and license subscription can be set within the Settings page of the Analytics 365 app. Select Groups from the ‘Edit People/Group’ menu on the left-hand side and select or search for the Microsoft Group on which you want to apply a Group Policy. Typically, this will be a Microsoft Security Group that is also used to manage permissions in Microsoft 365. Open the Group by clicking on the Members icon.

Group Policy settings for administrative and reporting access, and subscription type are managed from the top of the member page.
Where a change has been applied by Group Policy, a circle with a tick or check mark will appear against the user's name in the relevant column (administrative access, reporting access, subscription) and cannot be changed in user permissions.
For administration and reporting access, Group Policy changes will only be applied where the permission level is lower than the current settings.

For subscription licenses, users only inherit those assigned as part of Group Policy if the 'Subscription applied via group policy' toggle in the individual's user profile is enabled.

Managing Reporting Access by Group Policy

When managing user reporting access to Teams and Call Queues by Group Policy each group must have a Group Policy set. Applicable groups will be added to the User’s reporting access fields.

Once a Group Policy has been set, the Super Administrator can add Teams and Call Queues for extended reporting access within a user's profile. Go to the Manage Permission by Individuals page to find out more. 

Video: Managing by group policy or individual user settings  


Content is subject to change without noti­fication. E&OE.


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