CRMFO Portal permissions - What are reporting groups?

The Report groups are used with the SQL Report feature of CRMFO (if you have both B1UP and CRMFO)... [if you do not have both they are irrelevant]

So you use them if you want users of CRMFO to be able to see some SQL Reports and not others. Say you have 3 B1UP SQL reports

- Report a
- Report b
- Report c

By default in B1UP, a SQL Report have all groups active

But let's say that you have a user that is not allowed to choose/see "Report b". In that case, you can uncheck all but Reporting Group 2 in the report, and on the Boyum Portal you set that the user is not allowed to see reporting group 2

Given the fact that the user can only see report group 1 + group 3-10 he/she cannot choose the SQL report that is only in Reporting group 2 now (hence preventing access.)

With up to 10 groups that you can mix and match you can set up very complex permission rules should you choose but out of the box everyone has access.