Create Analyst Group
Notice
This feature is available in Collaborate v3.8.8.0 (Early Access) onwards.
Analyst Groups help you organize privileged users in the Analyst Portal for focused collaboration and efficient task management. You can create a group at any time and assign users based on their responsibilities or areas of focus.
Before you Start
Ensure that you have the View, Create, and Update permissions for the Analyst Groups feature.
Ensure that you have enabled the feature from Configurations. For more information, see Configure Analyst Groups.
Steps
To create an analyst group, follow these steps:
Go to Administration > User Management > Analyst Groups.
Click Create and use the following information:
Group Name: Enter a unique name for the analyst group. For example, Malware Investigation Unit
Description: Enter a brief description about the analyst group. For example, Focuses on malware-related alerts across all regions.
Categories: Select one or more categories to associate with the group. Users in this group will access data in the Analyst Portal based on these categories. For example, Malware, Malware Advisories
Note
By default, the Request for Information category is automatically assigned to all analyst groups.
Users: Select one or more user accounts to include in the group from the dropdown.
Turn on the Active toggle to activate the analyst group.
Click Create.
The analyst group is now created and can be used to assign specific tasks, manage access permissions, and allow users in the group to access relevant data in the Analyst Portal.