How to Work with Groups in FastReport Cloud

FastReport Cloud supports adding multiple users to a single workspace as well as to one license. It is necessary to delineate user permissions in some way. For example, one group could be allowed to add report templates, while another group could only prepare and export reports, without the ability to make any changes.

In this article, you will learn the basics of creating and configuring groups for such purposes.  

Navigate to the FastReport Cloud workspace and then click on the “Groups” section.  

Group settings are configured in the “Groups” menu. By default, there are three groups set up:

1. Owner: This group contains the owner of the workspace. The owner has all permissions, and these can only be disabled from the admin panel and through the API.  
2. Other: Any user who joins the workspace will be assigned to this group. The permissions enabled for this group apply to all users. It is essential to set minimal permissions for this group so that new users do not have more permissions than necessary.  
3. Anon (Anonymous Users): This group technically cannot contain users and serves as a way to configure anonymous access to certain elements in the workspace.

Each group has a set of permissions that determine what actions a user in that group can perform. The designation of permissions is generally clear from their names, but if you have any questions, you can refer to the documentation. 

In the screenshot above (with a partial list of permissions), you can see that all possible permissions are disabled for anonymous users by default.

Let’s create a new group and configure its permissions from scratch. In the top left corner under the word “Groups,” there is an input field for adding a new group. Enter a new name and press Enter.  

The context menu allows you to delete or rename the group. 

The new group will be created without any permissions. In the “Permissions” tab, which opens by default, you can configure what users are allowed to do.

The minimum set of permissions is “Get Info” about the workspace and documents. If you allow only this permission, the user will be able to see the list and general information about the uploaded documents. Conversely, if the added group has no permissions, but the “All Users” group does, the user will still be able to see the documents.

Let’s set permissions as follows:  

Then go to the “Users” tab. Here you can manage users and their access.  

Users in the group will be shown in the upper panel, while the others will be in the lower panel.

If the same permissions are disabled for the “All Users” group, only users in the added group will have the ability to see the documents.

This is what the FastReport Cloud menu will look like if a user has no permissions, even basic ones:  

If they are added to a group where only viewing information and previewing reports is allowed, this is what users will see when they right-click on a template:  

The actions highlighted in gray are unavailable to the user because neither the “All Users” group nor the groups to which this user belongs have the permission to perform those actions.