Search results

Manage Users in the Bold BI

This section explains how to add, edit, activate, deactivate, delete users and also to manage the permissions and assign users to groups in the Bold BI.

Users can only be added/edited/deleted by the users, belonging to the System Administrator group.

Manage Users

Add new users

New users can be added to the Bold BI individually or in bulk using CSV import

Add individual users

To add new users to the Bold BI, click New User and then Add User from the User Management page.

The Add User dialog will be shown as like in the image below.

Add User

Fill the form with the email address, username, first name, and last name(optional) then click Add.

NOTE: An email address is mandatory only in the Email required mode. Users created with passwords in the Bold BI application will be considered local users.

New account will be created for the user and an account activation email will be sent to the email address with activation link to activate the Bold BI account.

The activation link sent to the user will be valid only for 2 days and if the user have not activated within the 2 days, a new activation link can be sent to the user from the user edit page. Check Activate Users section for more details.

The account will be in inactive status till the user activates the account from the activation email.

Add individual users with password

To add users with the password, you have to set the Account Activation Mode to Automatic in the Accounts settings page.

Automatic Activation

Next, click New User and then Add User from the User Management page.

The Add User dialog box will be shown as like in the following image.

Add User with password

The password must meet the following requirements:

It must contains,

  • At least 6 characters
  • 1 uppercase
  • 1 lowercase
  • 1 numeric
  • 1 special character

Add existing UMS user

Add the existing UMS user to the site using the Add User dialog.

If you enter the email address of the user who is already present in UMS, the remaining fields will be auto-filled and disabled as follows.

Verify the user information and click Add.

User from UMS

To know how to add user in UMS refer here

Import users from CSV

To automate the process of adding large number of users to a Bold BI, you can download the CSV template file and add the users in it and then import the file.

You can navigate to the user management page by clicking the User Management dropdown under the Admin menu as follows.

Import from CSV - Navigation

NOTE: The section will explain how to import the users from a CSV file, which can be downloaded from the following location in the Bold BI application. Users created with passwords in the Bold BI application will be considered local users.

Add users from CSV file

In New User, click Import from CSV.

Import from CSV - Goto Import CSV users page

CSV file Requirements

The first row in the CSV template represents the column heading. Bold BI assumes that the data from the second line in the file represents the user.

We have the following columns are considered as mandatory in the downloaded CSV file.

Follow the below steps to add users using the CSV template

  1. Download CSV template.

    Import from CSV - Download CSV template

  2. Add users in the CSV file.

    Import from CSV - Add users into CSV file

  3. Save the CSV file and upload it.

    Import from CSV - Upload CSV file

  4. Once the file is uploaded the user details will be shown in the grid as like in the below image.

    Import from CSV - User detail in grid

  5. Click Import Users to import users from the CSV file.

    Import from CSV

Bold BI will import the chosen users in the background as a job and a confirmation dialog will be displayed as shown in the following figure.

Confirmation dialog after import users started

You can view the status of the current import by clicking the View Status button in the above confirmation dialog and you will be navigated to the below bulk import job details page where you can view the details of the current import job. Please learn more about the Bulk Import Result page here.

Bulk user import job details page

Edit users

User profile details can be edited from the users edit page as shown in the below image.

Edit User

Username, first name, last name, email, phone number and the login password for the user can be edited by the user belonging to the ‘System Administrator’ group.

Remove User

Users can be removed from the particular site of Bold BI when the user is no longer required in the site. Users can be removed from the user management page or from the edit user page. Even though user removed from the site, the user will be available in the UMS.

From user management page

Click Remove User icon to remove the user from the user management page.

Delete user from user management page

From user edit page

Click Remove User from the menu as shown in the image to remove the user from the user management page.

Delete user from user edit page

Deactivate users

Users can be deactivated at any time. Once deactivated, the user cannot log into the Bold BI.

Click Deactivate User from the menu as shown in the image,

Deactivate user account

Activate users

Inactive users can be activated by clicking on the Resend Activation Code button in the user edit page.

This will send an account activation email to the user with an activation link to activate the account and again this activation link will be valid only for 2 days.

If the user has not received the activation email within 2 days or missed to activate the account, the System Administrator has to resend the activation email to the user.

Activate user account - Resend Activation code

Change Password

The administrator can change the user’s password from Tenant management site as follows below,

  1. Go to the UMS site by clicking profile as follows.

    Manage Sites

  2. Click Users option to manage the users.

    Manage Users List

  3. Click Name of the user to change the password. Click update button once the password entered.

    Goto name of the user

    Change Password

Manage permissions

Manage Permissions page for the user can be accessed from any one of the following pages.

  1. Click Actions in the user management grid context menu and select the Manage Permissions option.

Manage Permissions

  1. Click the user’s name on the user listing page to navigate to the user profile page, and then click Manage Permissions on the user profile page.

Manage Permissions Edit

In the manage permissions grid, you can find the permissions assigned directly to the user and the permissions that the user inherited from the groups assigned.

Manage Permissions

Click Add Permission to add permissions to the user.

Add Permission

Steps to add permission to the user

  1. Select the entity.
  2. Select the scope if the entity is not of the All Resource or All Settings item type.
  3. Select the access mode.
  4. Click Add to add the framed permission to the user.

You can also select multiple scopes and entities to assign multiple permissions. Please visit Manage Permissions for more information on how to add and manage permissions.

Assign users to group

  • Users can be assigned to one or many groups from the user management page.

    Assign group to selected users

  • Users can be assigned to an existing group.

    Assign existing group to selected users

  • A new group can also be created at this time and the selected users can be assigned to the new group.

    Assign new group to selected users

NOTE: All the users in the group will have the permissions of assigned group.