BI Tool User Administration

BI Tool > Settings > Administrator > Users

 

As an administrator, you will be able to assign access permissions and these permissions are based on Business Categories. Permissions allow or don’t allow viewing and/or editing of reports based on specific Business Categories and Views. Business Categories are the categories available in as options under “Bus.Category” on the Data Sources screen (See BI Tool Data Sources). Administrators also have the ability to assign admin privileges and ability to disable access to the BI Tool.

A screenshot of a computer

AI-generated content may be incorrect.

Figure 25: List of Users with access to BI Tool

 

From this screen, edit a user’s information or access, which are detailed in the following topics:  

 

Update

Reference Topic

Administration Access

BI Tool Assigning Administrator

Disable User

BI Tool Disabled

Assign Access to Business Categories

BI Tool Assigning Access to Business Categories

Assign Access to Report(s) – Read-Only (Has Access) or Is Creator

BI Tool Assigning Access to Reports

 

The fields and functions are as follows:

 

Field

Function

Login Id

Login is what the user will use as their Username during login.

User Name

User Name is the user’s name as referenced within the BI Tool. To edit the Business Categories or Reports to which a user has access, see BI Tool Assigning Access to Business Categories and/or BI Tool Assigning Access to Reports.

Role

Role assigns what type of access the user has within the BI Tool – either Administrator or User. When the BI Tool is initially installed, all users will show as Disabled. Update the role for each user role accordingly. Roles are set within EnterpriseBI User Information Setup and EnterpriseBI User Setup.

Business Categories

Business Categories lists the views that this user has been granted access to, along those change through BI Tool Assigning Access to Business Categories.

 

RELATED INFORMATION

BI Tool Assigning Access to Business Categories

BI Tool Assigning Access to Reports

BI Tool Assigning Administrator

BI Tool Disabled