Adding a user

Last updated About 1 month ago

Adding a new user

Step 1. Log in to BI Book as a user with admin rights.

Step 2. Navigate to Company Management → Users tab

Step 3. Press Add user button

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Step 4. Fill in the fields

  • User Name: A text field which will be the users display name

  • Email: The email address the user will authenticate with

  • Reporting language (if enabled): default reporting language for this user

  • User Role: Either "User" or "Admin" (please see help.bibook.com/en/articles/bi-book-access-management for more information)

  • User groups: please select the user groups to which the new user should belong. The permissions for the BI Book content objects (including reports, files, forms, and folders) will be granted based on the selected user groups. Note: a user can belong to multiple user group. Read more in help.bibook.com/en/articles/creating-and-managing-user-groups

  • If the user is not added to any of the available user groups, they will not have visibility of any BI Book content, unless the user has Admin privileges. In cases where the user is not part of any user group, direct access to BI Book content objects must be granted after they have been added. For more detailed information on access management within BI Book, please visit: help.bibook.com/en/articles/bi-book-access-management

"Enable OData access" toggle (default is disabled): when enabled the user can connect to BI Book API via OData connection using organizational account. Read more help.bibook.com/en/articles/bi-book-api-connection-methods

Step 5. Press "Add user"

  • The user will receive an email welcoming them and will be able to log in right away