Create and Share Custom Groups of Content

As a content author, you create custom groups to provide quick access to content that you can share with other users. For example, if you're collaborating with co-workers you can create and share a custom group containing specific workbooks, watchlists, dashboards, or web pages that you're all interested in.

You can configure how custom groups display on a page . See Customize the Layout of a Page.

1. On your home page, hover over a workbook, dataset, dashboard, or visualization, click Actions, select Add to Custom Group, and then select New Custom Group.
2. Enter a name, and click Add to create a custom group.
3. Add another item to your group by hovering over the item on the page, click Actions, select Add to Custom Group, and select the name of the group to which you want to add the new item, then click Add.
   Repeat this step for each item that you want to add to the custom group.
4. To configure access for users and roles to view, use, or share the group with others, click Page Menu () next to the group name , select Inspect, then Access, select who has access, then click Save.