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Manage Custom Roles & Users

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Infoveave Administration helps you to manage the Infoveave users & roles. Under roles & users, you can create or add new users, unlock & reset users, add contexts, and add custom roles. The section details on  

Add New User

Add New User gives you an option to create a new user with a role such as “Studio” or “Viewer“. 

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Find out how to add new users to Infoveave.

  1. Click on AdministrationUsers . All users, if any, will be displayed under User tab.
  2. To create a new user click New and select the role which you wish to assign to user from the drop-down list.
  3. Select a username and fill up first name, last name, and email id text field.
  4. Click Save to bring the new user onboard.

Check your email for the login credentials 

Create Custom Roles

Infoveave offers you to create custom roles based on what features are accessible to a role. It helps to control access at a very minute level.

  1. Click on Administration Roles .
    • All roles, if any, will be displayed under roles tab.
  1. To create a new custom role, Click on New. Custom roles page will pop up. Here, you will get access to customize roles based on your choice.

Only the On-Premise version of Infoveave have access to create custom roles.

  1. Assign a new name for custom roles.
  2. To designate a position as an external, use the Is External checkbox.
  3. Customize the available sections by checking the appropriate box. The available sections are
    • Insights
    • Analysis
    • Automation
    • Apps
    • Administration
 
  • By selecting these options, you are allowing the user with these custom roles to access the data.

  • Select datasource from available datasource list and transfer it into access datasource list. Click All datasource checkbox, if you want to share all datasources with a custom role.

  • Click on Add Context on the role based on dimension and dimension items.

  1. To save all configuration for this custom role, Click on Save Role.
    • After saving, custom roles will be available while assigning a role to a new user or existing user.

While adding a new user you can 

  • Choose Clone User to give the new user all the access enjoyed by the cloned user.

  • Provide access to datasources based on the assigned role, check Inherit Datasource From Role checkbox. Otherwise, select the datasources from available list to access list.

  • Get access to contexts based on the assigned role, check Inherit Context From Role checkbox. Otherwise, select the contexts by clicking Add Context.

  • You can share reports, jobs, Infoboards, and other resources to roles that are defined as Is External, with the share option.

Only the On-Premise version of Infoveave have access to the Inherit Datasource From Role checkbox

Unlock and Reset User

The user’s account will be locked if they attempt to log in several times with the incorrect password. Infoveave employs the Unlock User option to clear the account activity.
  1. If the user is struggling to get access to their account. Then click Unlock user  to unlock the account.
  2. To reset the user account, click Reset . After resetting an account, Infoveave will send new login credentials which comprise a username and auto-generated password

You may delete a user any time with the Delete click Unlock user  option.

Edit User

You can edit an existing user on a role such as “Studio” or “Viewer” by selecting Edit on the respective user. 

  1. To edit any user profile click Edit.
  2. Set up the User Profile
  3. Click Save

Add Context

Users has a unique feature called Add Context that limits the user’s access to data. Both dimensions and dimension items are options. The user account will then contain the filter. As a result, the user can only see the data that they are permitted to see.

Either when creating a new user or changing an existing user, you have the option of adding context to the user account. Depending on the role they have been given, you can either add context to the user account or choose from a few dimensions and dimension items.

How to add context

  1. Click on Add Context on the user profile setting.
  2. Select datasource and dimensions both from the available drop-down list.
  3. Select the multiple dimension items from the drop-down list.
  4. If you want to remove any dimension, click Delete to remove the dimension.
  5. To save changes, click Save. Now if user login to their account, all resources or information will be filtered out based on context defined previously.

Delete Existing User

You can delete an existing user from a role such as “Studio” or “Viewer” by selecting Delete User on the respective user. When a user is deleted, the person’s assets can be transferred to a new user. 

How to delete users and transfer assets.

  1. Click on Delete on the user profile setting.
  2. Choose between the options
    • Permanent Delete 
    • Transfer to Another User
  3. Click Delete.
  1. Select Transfer to Another User to transfer the assets to a new user and then remove the profile.
  2. Choose the user from the drop-down list to whom the assets will be transferred.
  3. Click Delete.