BI Tool User Administration

BI Tool > Settings > Administration > Users

As an administrator, you will be able to assign access to Business Category views, assign admin privileges and disable access to the BI Tool.

Business Categories are the categories available in as options under “Bus.Category” on the Data Sources screen (See BI Tool Data Sources).

Graphical user interface, table

Description automatically generated

Figure 20: List of Users with access to BI Tool

From this screen, edit a user’s information or access. See the following topics to edit:

Update	Reference Topic
Administration Access	BI Tool Assigning Administrator
Disable User	BI Tool Disabled
Assign Access to Business Categories	BI Tool Assigning Access to Business Categories
Assign Access to Report (View Only or Is Creator)	BI Tool Assigning Access to Reports

The fields and functions are as follows:

Field	Function
Login Id	Login is what the user will use as their Username during login.
User Name	User Name is the user’s name as referenced within the BI Tool.
Role	Role assigns what type of access the user has within the BI Tool – either Administrator or User. When the BI Tool is initially installed, all users will show as Disabled. Update the role for each user role accordingly.
Business Categories	Business Categories lists the views that this user has been granted access to, along those change through BI Tool Assigning Access to Business Categories.

MORE INFORMATION

BI Tool Assigning Access to Business Categories

BI Tool Disabled