Configure Analyst Groups
Notice
This feature is available in Collaborate v3.8.8.0 (Early Access) onwards.
Use Analyst Groups to organize users in the Analyst Portal into dedicated groups based on their roles or responsibilities. This structure helps you collaborate more effectively, streamline task assignments, and ensure that member submissions are routed to the right analysts.
Steps
To enable this feature, follow these steps:
Go to Administration > Configuration > Analyst Groups, and click Edit.
Display Analyst Groups: Turn on the toggle to display the Analyst Groups feature in the User Management section of the Analyst Portal. By default, this is turned off.
Set up Analyst Group: Create an analyst group and assign all Analyst Portal users to at least one group. You cannot proceed until every user has been assigned.
Use the Create Analyst Group & Assign Users option to get started.
Once you assign users to one group, you can create additional groups from the User Management section. For more information, see Create Analyst Group.
Enable Analyst Groups: Once all users are assigned, turn on this toggle to activate the feature across the Analyst Portal. You can now manage submissions and workflows based on the Analyst Groups structure.
To save your changes, click Update.