Configure Designer Access

Once you have installed Geocortex Reporting you must configure who has access to the Designer. To configure who is able to sign in to the Designer, you must share the Sign-in App with an authors group.

Share the Geocortex Reporting Sign-in App

Step 1: Create the author group

  1. Sign in to an ArcGIS portal using an Administrator account for your organization.

    Administrative privileges allow you to create groups that give their members update capabilities

  2. Follow the steps outlined in the Create Groups help page to create a group.

    • To allow report authors to collaborate on reports they are developing, set Who can contribute content to the group? to Group Members when you create the group. This ensures that an author can share a new report with the group, without having to get help from an administrator.

    • To enable update capabilities for the group, set What items in the group can its members update? to All Items when you create the group.

      You can only see the What items in the group can its members update? setting when you are signed in as an Administrator. This setting is hidden for Publisher and User accounts.

Step 2: Invite members to the author group

  1. Follow the steps outlined in the Invite members page to add members to the authors group.

Step 3: Share the Sign-In app

  1. Follow the steps outlined in the Share items with a group page to share the Sign-In App with your authors group.