User Profile in the Bold BI

This section explains how to view the profile, edit the profile details, edit the profile settings, set user notification preferences, view my permissions, connect sites, connect accounts, and change the password for the user profile in Bold BI.

Profile details

You can view the profile, edit the profile details, and change the password.

View profile

You can view the profile details in this page.

Edit profile

You can edit the profile details in Bold BI account. Click Edit Account in profile page, it will be redirected to IDP profile page where you can edit your profile.

Username, first name, last name, phone number and profile picture can be changed in the Bold BI profile page.

Settings

The Application language, Data language, Default pinboard, and Autosave filter settings can be edited in Profile settings.

Language settings

This section explains how to configure the language settings for application language and data language.

Application language

This language used in the user interface of an application, such as menu items, dialog boxes, toolboxes, and so on. You can update application language preference by clicking “Update application language details through your account”. It will be redirected to IDP profile page where user can set your own language preference.

Data language

This language used in date, number, and currency formats. You can update data language preference by clicking “Update data language details through your account”. It will be redirected to IDP profile page where you can set your own language preference.

You can configure the settings as shown in the following images.

NOTE: NOTE: Make sure the Disable user language preference option is disabled in the site settings for applying user preference language on your site. For more details, please visit here.

Default pinboard

Users can select a default pinboard by selecting one of the added pinboards from the drop-down.

Default Pinboard will be loaded by default when the user navigates to the Pinboard page. Click here to know more about pinboards.

Dashboard settings

AutoSave filter

The user can control auto-save filters of the dashboards using the Dashboard Settings on this page.

The dashboards will be rendered with the last applied filters by the users.

If the administrator has restricted the AutoSave filter option in site settings, then the user cannot control the action of saving the filters applied to the dashboard.

NOTE: If a dashboard has default views, it will not be rendered with the last applied filter in the dashboard. Hence, Default Views must be disabled on the Dashboard Settings page of the site settings.

Notifications

The user can configure their own notification preferences, but they can only enable or disable the options that have been enabled in the site notification settings.

There are two different types of notification.

• Email Notifications
• System Notifications

Email notifications

Users will be notified of activities by email based on the settings configured here.

System notifications

System notifications will notify users of activity on comments based on the settings configured here.

System notifications will appear in the top right corner near the user’s profile picture, as shown in the following image.

Users can navigate to the particular comment by clicking the dashboard name in the notification section. To configure the user notification settings, users can navigate to the profile page by clicking settings.

List of notifications

Notify me when someone comments on my dashboard

Enabling this option will notify you via email or system notification when someone comments on the dashboard you have created.

Notify me when someone comments on a dashboard I have access to

Enabling this option will notify you via email or system notification when someone comments on the dashboard you have access to.

Notify me when someone mentions me in a comment

Enabling this option will notify you via email or system notification when someone mentions your name while commenting on a dashboard.

Notify me about comments when I have watch enabled for a dashboard

Autowatch will be enabled for a comment on dashboards whenever you add comments to a dashboard you created or to which you have access. This setting is useful if you want to receive notifications for specific dashboards rather than all dashboards that you have created or have access to. You can disable the “Notify me when someone comments on a dashboard I have access to” and “Notify me when someone comments on my dashboard” options and watch a specific dashboard comment.

Specific watch

Apart from autowatch on created and accessible items, you can also watch a specific item.

You can toggle between a watch and unwatch for a dashboard comment at any time.

Enable data alert and scheduled export email notifications

Enabling this option will notify you via email for data alert and schedule export.

Notify me when my profile is edited

Enabling this option will notify you via email if your profile is edited.

Notify me when a resource is shared with me

Enabling this option will notify you via email whenever you are granted permissions for resources, users, groups, or settings.

User synchronization notification

Enabling this option will notify you via email about user synchronization schedule.

Inherit from global settings

If a user wants to inherit the same settings as in the site notification settings, he or she can do so by checking the “Inherit from global settings” option in Email Notifications and System Notifications.

Disabled user notification preference

If the Disable User Preference is enabled in site notification settings, then the user cannot modify the user notification preference settings.

Change Password

Password to log in to the Bold BI can be changed in the Bold BI, change password page.

Click Change Password, it will be redirected to the IDP profile page where you can change your password.

NOTE: Administrator privileged users can change the password from UMS Site. For more details, please visit here

Forgot Password

If you forgot the password, you can reset the password by following the below steps.

1. Click Cannot access your account option on the login page.

   

2. Enter your email to get the reset password link. After enter your email, click Send recovery link.

   

3. After the confirmation page, you will receive an email to reset the password.

   

4. You can reset the password by clicking the link in the mail you received.

   

   NOTE: Forgot password option restricted for third party user directories.

My Permissions

Users can view their access permission list for each resources like Dashboards, Data Sources, Widgets and Schedules in the Bold BI.

Connected Accounts

You can manage the external OAuth accounts that you have granted access for in Bold BI. Please find more details on the Connected accounts.

Connected sites

Add, edit, delete, and view the list of external sites on the connected sites page.

Add External BI Sites

Add a site created in Bold BI servers as an external site on the Connected Sites page.

To add an external BI site, click Add new site, fill in the following details as shown in the following image, then click Save.

• Name - Enter the name that you want for external site.
• Client ID - Enter the Client Id of the site.
• Client Secret - Enter the Client Secret of the site.
• Site URL - Enter the URL of the site.

Edit External Site

To edit an external site, click Actions and then select Edit from the site listing grid.

Edit the site details, then click Save. You need to re-enter the site’s Client Secret to edit the connected site.

Delete External Site

To delete an external site, click Actions, select Delete from the site listing grid, then click Yes in the Delete Connected Site dialog.