Adding users

You can view, add, modify, search, or delete Dashboard Designer users and Tool Content Groups and Engine User Groups users by using Dashboard Designer. You can also import users in bulk by using a CSV file.

Adding Dashboard Designer users with access to Dashboard Designer only.

• To add Dashboard Designer users only, complete the following steps:
  1. In the left navigation pane of Dashboard Designer, click Users and Groups > Users.

     A Users page opens in a new tab.

  2. Click Add User.

     An Add User window that displays the TOOL ACCESS pane opens.

  3. In the User name field, enter the name of the user.
  4. In the Tool Role pane, click Dashboard Developer.
  5. In the Tool Content Group(s) pane, click the Assign Groups list.
     A pop-up window opens where the Tool Content Groups are listed alphabetically sorted in ascending order. Complete the following steps in the pop-up window:

     • Click one or more Tool Content Groups that are listed under Content Groups (select one or more) pane and click to add the Tool Content Groups to Selected Content Groups pane.
     • If you want to delete any group from the Selected Content Groups pane, then click the Delete icon that is displayed next to it.
  6. Click Save.

     A Dashboard Designer user is created. This user can access Dashboard Designer, create tool content and dashboards but cannot preview them.

     If you want the user to preview tool content and dashboards, then you must assign the Tool Content Groups and Engine User Groups instance and the Tool Content Groups and Engine User Groups to the user. Complete the steps 5 and 6 that are provided in the Adding Engine users section.

Adding Dashboard Designer users with access to Dashboard Designer and Tool Content Groups and Engine User Groups

• To add a user who can access both Dashboard Designer and Tool Content Groups and Engine User Groups, complete the following steps:
  1. In the left navigation pane of Dashboard Designer, click Users and Groups > Users.

     A Users page opens in a new tab.

  2. Click Add User.

     An Add User window that displays the TOOL ACCESS pane opens.

  3. In the User name field, enter the name of the user.
  4. In the Tool Role pane, click either Publisher, Menu Administrator, or System Administrator.
     Note: A System Administrator can access all the Tool Content Groups. Therefore, if you select System Administrator, then you do not need to select a specific content group from Tool Content Group(s) pane.
  5. In the Tool Content Group(s) pane, click the Assign Groups list.
     A pop-up window opens where the Tool Content Groups are listed alphabetically sorted in ascending order. Complete the following steps in the pop-up window:

     • Click one or more Tool Content Groups that are listed under Content Groups (select one or more) pane, and click to add the Tool Content Groups to Selected Content Groups pane.
     • If you want to delete any group from the Selected Content Groups pane, then click the Delete icon that is displayed next to it.
  6. Assign the Tool Content Groups and Engine User Groups instance and Tool Content Groups and Engine User Groups User Group to the user.

     Complete the steps 5 and 6 that are provided in the Adding Engine users section.

Adding Tool Content Groups and Engine User Groups users

• To add Tool Content Groups and Engine User Groups users only, complete the following steps:
  1. In the left navigation pane of Dashboard Designer, click Users and Groups > Users.

     A Users page opens in a new tab.

  2. Click Add User.

     An Add User window that displays the TOOL ACCESS pane opens.

  3. In the User name field, enter the name of the user.
  4. In the Tool Role pane, click None.
  5. To assign Tool Content Groups and Engine User Groups instance, complete the following steps:
     1. Expand the ENGINE ACCESS pane, and in the Engine Instance(s) pane, click Assign Instances.

        A pop-up window opens displaying the Tool Content Groups and Engine User Groups instance.

     2. Click the Tool Content Groups and Engine User Groups instance that is listed under Engine Instance (select one or more) pane and click to add the instance to Selected Engine Instances pane.

        To delete the selected instance from the Selected Engine Instances pane, click the Delete icon that is displayed next to the instance.

     3. To enable the user to access Schedule Tasks menu on Tool Content Groups and Engine User Groups, select the Scheduler checkbox.

        The user can create and manage scheduled tasks for all the dashboards that are displayed on Engine, irrespective of the assigned User Group.

  6. To assign Tool Content Groups and Engine User Groups User Groups, in the User Group(s) pane, complete the following steps:
     1. Click the Assign Groups list.

        A pop-up window opens where the Tool Content Groups and Engine User Groups that are listed alphabetically sorted in ascending order.

     2. Click one or more Tool Content Groups and Engine User Groups that are listed under User Groups (select one or more) pane and click to add the Tool Content Groups and Engine User Groups to Selected User Groups pane.

        If you want to delete any group from the Selected User Groups pane, then click the Delete icon that is displayed next to it.