Security

Settings > Administration > Users

 

Users with Administration access will see the Administration menu option from Settings.

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Figure 12: Define access permissions through Settings

 

As an administrator, you will be able to assign business categories, views, and reports that you want users to be able to access. The screen below is accessed from Settings > Administration > Users.

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Figure 13: List of Users with access to BI Tool

 

Click on an employee name to highlight and then press the Edit  button. A list of business categories is shown, which can be selected from to assign the user’s access.

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Figure 14: Access listing for this particular user

 

If you want to set a user as an administrator, turn the Administrator switch to Yes and ensure the Disabled switch is set to No.

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Figure 15: Click Administrator switch to Yes for Administrator access

 

To disable a user from logging into the BI Tool, set the Disabled switch to ‘Yes’.

 To assign View Only access to a user, set both switches to NO.

NOTE: The Disabled switch should only be turned on (set to YES) when you want to prevent the user from logging in to the BI Tool. If both the Administrator and Disabled switches are set to YES, then the user’s role will be set to ‘Disabled.’