Create a New User Account and Assign to group

Any person using Metric Insights must have a User Account.  Each Account is related to one of three User Types that define the general level of security to be granted.  The Administrator creating an account makes the initially defines a user as:

  1. Regular User:   Has no authoring capabilities for creating or editing elements.
  2. Power User:     Can be assigned the ability to create elements from a specific set of data sources. For more details refer to: Understanding Power Users
  3. Administrator:  Has full access to edit and create content in Metric Insights. Can also manage accounts, grant rights and perform other Administrative tasks that govern system behavior.

User rights can be assigned either directly to a user or, more commonly, assigned to multiple users through membership in a group.  These rights fall into two categories:

  • Privileges:       Determine system functionality that is available to the user
  • Permissions:    Control access to specific Elements and dimension values.

1. Access: Admin menu > Users

Click [+New User] at the bottom of the page. The Add User pop-up opens.

2. Specify basic User Information

Specify basic User Information
  1. Provide a unique Username
  2. Specify whether this is a LDAP User (For more details, please refer to Integrating with LDAP)
  3. User's Email address (must be unique)
  4. Define the Type of User (choose from 'Regular User, "Power User, or, 'Administrator)
  5. Assign to default Group:  Defaults to "yes" and puts the user in the "Default Group" that is established when Metric Insights is setup initially and contains Privileges and Permissions that your organization wants many users to have
    • If you select "no", an "Assign User to "setting appears
    • Select "--"  to assign the new User to no group
    • Choose any other available groups
  6. Determine whether you want the User to receive a temporary password (via email) and if User is required to reset upon first logon
  7. This option allows you to quickly define User Permissions by copying configurations previously specified for other User

Save your settings. The User Editor opens.

3. Define Group Membership

  1. Note that, based on the initial standard settings, this sample User is assigned to the 'Default Group'.  
  2. You can change the user's Group(s) using [+ Group to User] to specify additional group memberships for the User

See also additional Security rules in the Establishing Security manual

 

4. Assign Access to various Metric Insights objects

The sections below all follow a similar format and contain buttons to allow Use, View, or Edit Access Permissions for specific objects.

4.1. Dimensions

  1. Add Dimension via drop-down in pop-up (all or selected via option 2)
  2. Add Specific Dimension Values as required if Dimension is added using Specific Dimensions

4.2. Elements

  1. Adding by Category will add all of the elements contained in that Category
  2. Add elements individually

4.3. Datasets and User Maps

  1. Add Datasets from drop-down
  2. Add User Maps from drop-down (only available for setting up Power Users)

4.4. Other Access (new in version 5)

Portal Pages and Shared Drive sections are new in Release 5.2 - 5.3

4.5. Power Users (access assigned here only applies to Power Users)

5. An example of a welcome email sent to a newly created User

An example of a welcome email sent to a newly created User

If you have selected to send the user a temporary password, the user will receive an email like the one shown above.

See First Login Options  for more information.