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Manage sites

This section briefly explains how to manage the sites and provides information about the site.

Suspend Site

You can suspend the site by clicking the Suspend option in the Action Menu.

Suspend Site

Warning : If the site is suspended, users will not be able to access the site.

Activate Site

You can activate the suspended site by clicking the Activate option.

Activate Site

Edit Site

We are able to update the following information for the site using the Edit Site option:

  • Site Name
  • Site Domain
  • Site Identifier
  • Database User Credential

You can edit the site by clicking the Edit option in the menu.

Edit Site Button

After clicking the Edit option, the Edit Site dialog will open. Enter the site name, site domain, and site identifier in the next step and click the Next button to update the database user credential.

Edit Site

After entering your database credentials, click the Update button to update the site details.

Edit Database

Delete Site

You can delete the site and its database by clicking the Delete option.

Delete Site

NOTE: The database will not be deleted if there are any other tables present other than the Bold BI tables.

Site Information

By clicking on the site name, you can view the site information.

Site Name


This section displays basic information about the site.

  • Site Name
  • Site Url
  • Client id
  • Client secret

General Info

Site Users

This section shows the list of users who have access to the site.

Site Users

Grant Access

You can grant access to users by clicking the Grant Access button for this site.

Grant Access Option

After clicking the button, select the users from the list and grant access to the site.

Grant Access

Revoke Access

You can remove access for a single user by clicking on the Revoke Access link.

Revoke Single User

You can remove access for multiple users by clicking the Revoke Access button.

Revoke Multiple Users

Add User

To grant access to a new user, click the Add User button.

Add User Button

You can add the user by selecting Add User.

The user will be added and granted access to the site.

Isolation Code

To learn about how to configure the Isolation Code, click on the Isolation code.

Custom Attribute

To learn how to configure the Custom Attribute.


The “Inherit Global Settings” feature allows for common branding and settings to be applied across your multi-tenant application. The Date and Time, Language, Look and Feel, Branding, Email, and Account Settings that are configured in UMS can be inherited by your BI site.

To inherit all global settings from UMS into an existing site, select “Inherit Global Settings”. Alternatively, you can choose specific settings that you require from the global settings in UMS.

Inherit Settings

After saving the settings, navigate to the BI site and verify the selected settings.

Inherited Settings in BI