How do I make an email distribution group? I have reports that I send to several coworkers and would like to store this as a distribution list.

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JAKI

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Posted 2 years ago

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I suggest making Roles which have no permissions to see or edit anything.  A Role may be called "People who receive the XYZ report".  Then you can set up a Subscription to go to those Roles automatically each day or week or month.
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Arshad Khwaja

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I seem to have the same issue but managing large number of users and trying to d a lot of reports will make it a nightmare to manage.  I thought there would be an option (just thinking aloud and not too sure if it works) so that I could have all my users in one table and then I have the option to multi select reports if there was an option to do so.
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You could have a table of users and a series of checkboxes each representing a report. But then every report would need to be duplicated to have a filter where that checkbox fired for that report is checked.

Each table having reports would need to have a relationship back to the User Table via a relationship based on [Current User].  

It's a lot if work to set that all up. I've never heard of anyone doing that.

Certainly for clerical level staff, teaching /telling uses to self subscribe is a good option. However, I recognize you can't "tell" Executive level staff to self subscribe.
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In some situations I have set up a series of dummy Roles with no access to anything, and the Role is named like "People who get the XYZ  subscription". Then I slot people into those Roles  in addition to their usual Role.
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Arshad Khwaja

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Thanks.  That is probably the most relevant option.