In this Office Hours session, the ISI Analytics Customer Success team walks through
User Management and the new Group Management module in ISI Analytics.
Learn how to manage users and permissions in ISI Analytics—including how to use the new
Group Management feature to simplify reporting access. These tools make it easier to
maintain secure access, streamline onboarding, and ensure the right people see the right data.
Adam Vicencio and Veronica Boudreau demonstrate how administrators can configure groups, assign
reporting access, and apply group permissions to users to simplify management at scale.
In This Session
Learn how to create and manage users, assign roles and permissions, and use the new
Group Management module to simplify reporting access across your organization.
- Create and edit users
- Understand roles vs. group permissions
- Set reporting and data access by group
- Simplify onboarding and long-term maintenance
- Build a cleaner, more scalable access structure
⏱ Key Moments
- 00:04 — Welcome & Office Hours introduction
- 00:11 — Today’s topics: User Management + Group Management
- 00:30 — Introductions and opening discussion
- 01:43 — Overview of User Management and new Group Management module
- 05:30 — Navigating to Users and the new Groups tab
- 09:09 — Introduction to Group Management
- 09:17 — Creating and managing groups
- 09:35 — Example group structures and configuration
- 10:04 — Naming groups and defining group purpose
- 10:26 — Using groups to simplify user creation
- 11:13 — Assigning data access and reporting permissions
- 12:11 — Restricting access to specific departments or queues
- 14:14 — Configuring report access for groups
- 15:32 — Designing report permissions within groups
- 16:30 — Assigning queues and data access to groups
- 17:15 — When admins should or should not use groups
- 17:27 — Applying groups when creating users
- 18:08 — Role permissions vs group permissions
- 19:14 — Assigning users to groups
- 19:39 — Updating group permissions and applying changes to users
- 20:38 — Maintaining clean user access and group structures
- 21:18 — Best practices for managing users with groups
- 21:45 — Wrap‑up and final recommendations
Why User Management Matters More Than You Think
User Management is more than administrative cleanup. It plays a direct role in data security, operational efficiency, and reporting clarity. When access is handled inconsistently, organizations can end up with users seeing too much, too little, or the wrong information altogether.
- Data security: control who can access sensitive reporting
- Operational efficiency: get users what they need faster
- Reporting clarity: ensure the right stakeholders see the right data
Without a clear structure, teams often end up managing users reactively — adding people one by one, manually assigning permissions, and making one-off access decisions that become harder to maintain over time.
Introducing Group Management: A Simpler Way to Scale
The new Group Management module is designed to remove repetitive work from user administration. Instead of configuring access one user at a time, administrators can define groups around common needs and apply permissions more consistently across teams.
With Group Management organizations can:
- Create a group based on role or function
- Define what data that group can access
- Set reporting visibility
- Assign users to the group
- Reduce manual setup and long-term maintenance
The goal is simple: faster onboarding, more consistent permissions, and a cleaner way to manage access at scale.
How Groups Simplify User Creation
Watch the Full Office Hours Session
Want to see Adam and Veronica work through real directory scenarios—end‑to‑end? Watch the full session to learn practical workflows you can apply today.
What you’ll learn
- How hierarchy (Company → Division/Location → Department → Person) powers filters, dashboards, and queue visibility
- When to move, expire, deactivate, or delete users (and why it matters for historical reporting)
- Best practices for automated imports (Azure/Entra ID, Webex, UCM, LDAP, CSV/SFTP)
- Cleanup techniques to prevent mismatched extensions, stale devices, and drift
▶️ Watch the full session on YouTube: https://youtu.be/pArxWKyevb0
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