Managing users

If you have Report Admin permissions in ThoughtSpot, you can create and modify users. All users must specify an email address that is registered with IBM Security Verify.

When you create a new user, you grant them the Report Editor User Role by adding them to the access group and a content group that correspond to that role. The access group determines the user permissions. The content group determines what kinds of resources are shared with the user. Turbonomic allows one user per role, per instance. The following user roles are available:

Reporting user Role Privileges Content group Access group
Report editor Report editors can view default charts, Liveboards, and underlying data tables, and can create new charts and Liveboards. They can also schedule reports for other users. content.report.editor access.report.editor
Report admin Report admins have all the privileges of Report editors, but they can also create and modify Report editor users. Report admins are responsible for adding any Report editor users to their Turbonomic instance. Administrator Administrator
Note: Report Admins must be careful not to delete or modify any of the default Liveboards or worksheets that Turbonomic provides. Deleting or modifying these resources might cause issues in the next Turbonomic version upgrade. Report Editors or Report Admins can create custom Liveboards or worksheets by making a copy of a default Liveboard or worksheet and modifying the copy. For more information, see Creating custom Liveboards.

Creating a user

To create a user, complete the following steps.

  1. In the ThoughtSpot UI, select Admin from the main menu.

    Admin tab

  2. Click Users in the Admin sidebar menu.

  3. Click Add user.

  4. In the Add a new user window, specify the following details.

    Add a new user dialog

    • Username: The username must be an email address that is registered with IBM Security Verify. It must match the Email that is specified for the user.

    • Display name: Specify a display name that appears in the UI.

    • Sharing visibility: Leave this box set to the default SHAREABLE setting.

    • New password: Specify an internal password for the user. The user does not use this password to sign in and it is for ThoughSpot account creation purposes only. All users sign in with IBM Security Verify credentials.

    • Confirm password: Reenter the password from the previous field.

    • Email: Specify an email address that is registered with IBM Security Verify. It must match the email address that is specified as the Username.

    • Groups: Grant the user Report Editor privileges by selecting access.report.editor and content.report.editor.

  5. To create the user, click Add.

Modifying a user

To modify an existing user, complete the following steps:

  1. In the ThoughtSpot UI, select Admin from the main menu.

  2. Click Users in the Admin sidebar menu.

  3. Select the user that you want to edit.

  4. Make changes as needed to the user details, content group, or access group.

    For more information, see step 4 in the previous section.

  5. When you are finished, click Update.