Managing Dashboard Users

This topic describes how to add and manage Sisense users that can access Sisense dashboards.

Users are managed from the Admin page through the Users tab.

In the Users table, you can edit and delete users in your system. The table provides the following information about your users:

Adding a New User

You can add users using the following methods:

To add a new user:

  1. Click . If a connection with Active Directory also exists, an additional Import Many option is available. Click it to select a user from Active Directory.
  2. Fill in the user’s details in the window.
  3. (Optional) The Language for your account is the language set by an Administrator for your group or server. From the Language list, you can override those settings and select the language you prefer to be displayed in the Sisense Web Application.
  4. Select the Role of the user:
    • Admin: Admins can access the Admin page of the Sisense Web Application from where they can manage ElastiCubes, users, user groups and more. Sisense supports multiple Admin users.
    • Data Admin: Data Admins can manage all data sources in the system. They have access to the Admin page of the Sisense Web Application from where they can manage ElastiCubes and Live connections. Data Admins can also add and manage servers. This is useful for migrating Sisense across environments. Data Admins do not have access to User Management and System Configuration.
    • Data Designers: Data Designers can create and edit ElastiCubes they created or were shared with them. Data Designers can access the Admin page of the Sisense Web Application from where they can manage the ElastiCubes and Live Connections they have access to in the Data Sources section. In addition, Data Designers can see servers, but can not add new servers. Data Designers do not have access to User Management and System Configuration.
    • Designers: Designers can create, design, edit and share Dashboards. Sisense Designers determine whether the user with who they share a Dashboard has editing rights (is a Designer) or only viewing rights (Viewer).
    • Viewers: Viewers can view, explore, drill down, make selections and filter the Dashboards that Designers share with them. Viewers only need a standard web browser; no plugins or downloads. They cannot create new Dashboards or edit existing ones.
  5. Click Save. The user then receives an email from Sisense that redirects the user to activate their account and set a password.

To manually set a password for the new user:

Adding Multiple Users

To add multiple users:

  1. Click the Import Many option at the top right of the Add users window.
  2. In the displayed text box, paste a comma separated list of emails and click Next.
  3. The next screen enables you to assign User rights to the users that you entered and to verify that the user count and permissions match your license.
  4. After you click Add, each user receives an activation email.

Editing an Existing User

To edit an existing user:

  1. Click Admin and select the Users tab on the left.
  2. Click on the right of the user’s entry in the list.

Deleting a User

To delete an existing user:

  1. Click Admin in the upper right corner and select the Users tab on the left.
  2. Click at the right of the user’s entry in the list.