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User Management

This article was last updated by on August 31st, 2017 in Data API | Applicable for versions: 2.1, 2.2, 2.3, 2.4, 2.5
(Last Updated On: August 31, 2017)

The Visualr data visualization solution provides a comprehensive functionality to manage users on the basis of their activity roles and access hierarchy. Broadly speaking, there are two main user categories, in either of which a specific user may be added to Visualr, viz. the ‘Developer‘ category and the ‘Dashboard Viewer‘ category. Let’s have a look upon each of them.

Developer
A Developer user of Visualr exercises greater rights in the hierarchy of users, with access to higher level functions and features in the application. For example, a Developer in Visualr can modify the application configuration, create connections, import databases, generate queries, prepare charts, graphs and reports, and finally design and share dashboards with other users.

Dashboard Viewer
A Dashboard Viewer user of Visular is granted a limited level of access, which may be used for viewing the dashboards shared with them, and analyze the business related inferences offered by the same. Unlike a Developer user, a Dashboard Viewer user can neither prepare a report nor design a dashboard.

Visulr also supports a single sign-on integration for the Windows Active Directory members. Windows Active Directory is a directory service developed by Microsoft and provides a broad range of directory-based identity-related services to software developers. The members of Windows Active Directory using Visualr are authenticated and given direct access to the solution either as a Developer user of a Dashboard Viewer user. Using the Windows Active Directory User ID and password, the member of the directory can directly log on to the Visualr solution.

ADDING A NEW USER TO VISUALR

In order to add a new user to Visualr, the ‘ADD NEW USER’ dialog box needs to be used. After the dialog box appears before you, follow these instructions carefully to add a new user to the solution:

1. If the new user is a member of the Windows Active Directory, mark the checkbox titled ‘Is Active Directory User?’; if not, leave it blank.

2. If you intend to add the new user in the ‘Dashboard Viewer’ category, mark the checkbox titled ‘Is Dashboard Viewer?’. Leave it blank if it’s not the case.

3. Assign a fresh and unique login identity to the new user in the ‘Login Id’ text field. In case your new user is a member of the Windows Active Directory, this text field will be disabled as the Windows Active Directory will be used by the user for authentication and gaining direct access to the Visualr solution upon successful authorization.

4. In the text field titled ‘Full Name’, you need to fill up the human readable name for the new user that will be used in the dashboards.

5. Fill up the designation of the new user in the organization in the next text field titled ‘Designation’.

6. Next come two drop-down menus titled ‘Role’ and ‘Reporting Manager’, which allow you to assign the specific role and reporting manager of the new user, pertaining to the activities in the organization and the name of the executive that the new users reports to, within the enterprise. Please note that in case you are adding the new user as a Dashboard Viewer, ‘Role’ drop-down will remain disabled, as the Dashboard Viewer has no active participation in report generation or dashboard designing. Viewer user can only view and analyze the dashboards within access.

7. Fill the phone number of the new user in the text-field titled ‘Phone’.

8. The next field is titled ‘Access Token‘, and the information provided herein is used to embed Visualr into any third-party application.

9. ‘Global Variables‘ is the next field in the dialog box, and it is used to enable ‘Row Level Security’ (RLS)‘ in a report or dashboard. By enabling ‘Row Level Security’, the data pertaining to user may be displayed in the dashboard. For example, if the user belongs to the ‘North’ region of a territory, this user-specific data may be attached by enabling ‘Row Level Security’ through ‘Global Variables’. Whenever a dashboard pertaining to the user will be loaded, the information related to the ‘North’ region will be extracted from the database and displayed through the dashboard.