---
title: "Introduction to Xyicon Permissions"
slug: "introduction-to-xyicon-permissions"
description: "Manage access in Xyicon for individual users, user groups, and portfolio groups using permission sets for better control and security."
tags: ["SpaceRunner Portfolio"]
updated: 2025-05-16T04:29:54Z
published: 2025-05-16T04:29:54Z
canonical: "support.xyicon.com/introduction-to-xyicon-permissions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.xyicon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction to Xyicon Permissions

Xyicon Administrators  
        Xyicon Users

The **Permissions** section in **Settings** is critical for managing user access and controlling actions within your Xyicon organization. Proper configuration of permissions ensures sensitive information in your Xyicon organization is protected, and users have the appropriate access to perform their tasks efficiently.

This guide provides an overview of how to manage permissions, including the sub-sections:

- **Users**
- **User Groups**
- **Portfolio Groups**
- [**Permission Sets**](/v1/docs/introduction-to-permission-set)

[Embedded object](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/Intro%20Permissions%20new%20diagram.drawio.svg)

---

## Users

**Users** are individual accounts within Xyicon**.** These individual user accounts are categorized into two types, **Xyicon Administrator****s** and **Non-admin** users.

- **Xyicon Administrator****s** have complete access to all portfolios created within the Xyicon organization. They are also responsible for:
  - Creating, updating, and deleting users, user groups, portfolio groups, and permission sets
  - Defining the users as ****Xyicon Administrator**** and revoking administrative privileges when necessary
  - Allocating catalog permissions to users
  - Assigning users to user groups
  - Assigning portfolios to portfolio groups
  - Assigning permission levels to permission sets
  - Allocating permission sets to individual portfolios and portfolio groups and assigning them to users.
- **Non-admin** users work within the application based on the permissions assigned to them by the ****Xyicon Administrator******s**. They may have access to either a single or multiple portfolios, which can be arranged as individual portfolios or grouped into portfolio groups.

---

## **User Groups**

**User Groups** serve as collections of users within your Xyicon organization. Based on your organizational needs and structure, **Xyicon Administrator****s** can create an unlimited number of custom user groups. **User Groups** are a convenient way to share [**Reports**](/v1/docs/sharing-a-report) and [**Views**](/v1/docs/sharing-a-view). The view owners can share their views and assign view permissions to a user group instead of individual users.

In addition to the custom user groups, every Xyicon organization has two system user groups, which cannot be manually deleted or updated.

- **Administrators** - This group includes users defined as **Xyicon Administrator** with full system access.
- **All Users** - All new users are automatically added to this group.

---

## Portfolio Groups

**Portfolio Groups** allows **Xyicon Administrator****s** to categorize multiple portfolios into groups according to organizational needs. Also, **Xyicon Administrator****s** can assign the created portfolio groups to users from **Portfolio Permissions** in the **Users** section in **Settings**. Users are assigned to these portfolio groups according to a defined permission set, ensuring the users have access only to the data and objects they are authorized to.

When a new portfolio is added to a portfolio group, all users with access to that group will automatically have access to the newly added portfolio. Additionally, users can generate reports that are specific to portfolio groups.

---

## Permission Sets

**Permission Sets** are an important feature because they allow **Xyicon Administrator****s** control what users can perform within the Xyicon Organization. It ensures **Xyicon Administrator****s** can give only the specific and necessary permissions to **Non-admin** users to perform their activities.

**Xyicon Administrator****s** can use **Permission Sets** to determine the actions **Non-admin** users can perform across all types and fields in each module within the Xyicon organization. Each **Non-admin** user can be assigned a permission set allocated to an individual portfolio or a portfolio group, ensuring that they have the appropriate level of access to perform their tasks.

**Xyicon Administrator****s** do not require permissions since they already have full access to all features across all portfolios within your Xyicon organization. [](https://support.xyicon.com/docs/managing-users-1#manage-user-groups)**[](https://support.xyicon.com/docs/managing-users-1#manage-user-groups)**

## Related

- [Updating Portfolios](/updating-portfolios.md)
- [Deleting a Portfolio](/deleting-a-portfolio.md)