Users

Add A New User In Infoveave

Manage Infoveave users using the Infoveave Administration module. You can create or add new users, unlock and reset users, and add or delete users.

Creating a User

1. To add a user in Infoveave, click on Administration Users. All users created by you will be displayed under the Users tab.

2. Click on New User to create a user.

3. Select the appropriate Role for the new user.

   In the SAAS version of Infoveave, there are two primary roles available

   • Creator This role is designed for users who require access to various features for creating, managing, and analyzing data. These features include designing Infoboards, generating reports, and performing analysis.
   • Viewer The Viewer role is intended for users who need to access and view data, Infoboards, and reports. These users do not require the full set of features available to Studio users.

   In the Enterprise version of Infoveave, the system administrator has the flexibility to create custom roles based on the specific features required for different roles within the organization.

4. Enter the user’s credentials and information in the following fields

   • User name Provide a unique username for the new user.
   • First name Enter the user’s first name.
   • Last name Enter the user’s last name.
   • Email Input the user’s email address.

5. Use the Clone user feature to replicate the roles and permissions of an existing user to the new user if required.

6. Select the Datasources from the available list that you want the new user to access.

   • Click the icon to share the selected Datasource with the user.
   • To remove a specific Datasource from the shared list, choose the Datasource and click the icon.

7. Apply dimension filters to control what data the new user can see if required.

   • Click on +Add filter and choose a Dimension from the shared Datasources under Context.
   • Select the conditional filter is, is not, in, or not in.
   • Select the specific Value for the conditional filter.

8. Click on the Save button to create the new user account with the assigned role, Datasource access, and dimension filters.

Tip

Opting to Clone a user eliminates the necessity of defining Datasources and dimension filters.

Locking or Unlocking a User

Infoveave allows you to lock or unlock users. This feature helps you prevent a user from accessing Infoveave for particular reasons. If a user attempts to log in multiple times with an incorrect password, their account may become locked as a security precaution. The Unlock user option in Infoveave allows you to manage and clear such locked account activities.

To lock or unlock a user in Infoveave, follow these steps.

1. Navigate to Administration Users.
2. Find the specific user that you want to lock or unlock.
3. To lock or unlock a user, click on the Lock/Unlock / icon associated with the user.

Resetting a User Password

Infoveave allows users to reset passwords, ensuring the security and accessibility of user accounts. Here are the steps to reset a user’s password in Infoveave.

1. Navigate to Administration Users.
2. Locate the specific user whose password you want to reset.
3. Click on the Reset password option associated with the user.

Note

Once the password reset process is completed, the user will receive the new login credentials via email.

Editing a User

Edit users to ensure that their details reflect and meet your evolving requirements.

To modify a user in Infoveave, follow these steps.

1. Navigate to Administration Users.
2. Find the specific user that you want to edit.
3. Click on the Edit icon associated with the user.
4. After making the necessary modifications, click on the Save button to save your edit.

Deleting a User

To delete a user in Infoveave, follow these simple steps.

1. Navigate to Administration Users.

2. Find the user you want to delete.

3. Choose the deletion method.

4. Decide whether you want to permanently delete the user or transfer their content to another user.

   Permanent delete

   • Select the Permanently delete option.
   • Confirm the deletion by clicking Yes.
   • The user’s account and associated content will be permanently removed from Infoveave.

   Transfer to another user

   • Select the Transfer to another user option.
   • A drop-down menu will appear, allowing you to select the user to whom the content should be transferred. Choose the appropriate user from the list.
   • Click Yes to confirm.
   • The user’s content will be transferred to the selected user, and then the original user’s account will be deleted.

Caution

Please be cautious when deleting a user, as the action cannot be undone once completed.