Select User Admin to access these features
which will provide access to these features
Add New Users
- Click on Add User icon
- Fill out the the users names, department and email to use to login.
- User Profile control what actions users can take in workbooks from View Only to Workbook Creation.
- Restricted Companies
- Admin User check/uncheck to set User Type : Admin User or Non-Admin user
-
Reporting Groups limit what report mapping and therefore what workbooks user will see.
- Accounts - include Profit & Loss, Balance Sheet, Trial Balance
- Sales - include Analyse Sales, Sales v Inventory, Accounts Receivables Ageing
- Purchases - include Analyse Purchases, Accounts Payables Ageing
- Inventory - Stock Control, Stock Quantities and Valuations, Replenishment
- Sales Orders - includes Sales Orders, Quotes, Estimates
- Jobs - specific Job Reporting for MYOB AccountRight, ABSS Premier Jobs
- TimeSheets - specific Timesheet Reporting for MYOB AccountRight, ABSS Premier Jobs
- Setup User Access Restrictions
-
Curated Workbooks is an optional picklist of reports based upon what data is in the connectioed file. These are show to Admin users and they in turn share with other user. Read more in Curated WorkBooks.
- These include Division Reporting, Supplier Performance, Sales v Inventory
- When the Save button is pressed New users will be sent an email to confirm and to setup their new password
- if you need to purchase additional user licences go to the Payment tab
On completion you will see the list of users.
User Types
There are two types of user accounts in BI4Cloud:
Admin Users
The first user that was created when you signed up for BI is an Admin user by default.
An Admin user can access the following areas:
- Organisation - Change Organisation details
- User Admin - Add and remove users, add user restrictions to Companies and Report Groups
- Company - Add new company files or disconnect company files
- Support - Access Support area including BI Community
- Payment - Access and change the subscription plans including payment details
- Cool Stuff - Access Cool Stuff features including KPI's
- Spark Charts - Hover on charts to see values or click to change
All Admin users are able to see the Account Administration page.
Add Users / Set User Restrictions / Grant other Users Admin User Rights
Admin users are able to:
- Add new users
- Restrict User Access to only certain Report Groups and or certain Company files
- Grant other users Admin User Rights on the User Admin tab
Standard Users - (Non-Admin user)
A Standard user is only able to Run and Save BI Reports.
A Standard user is taken directly to the BI Favourites screen on login which looks like this.
Make a user a Standard user if you plan to restrict their access to only some Companies or Report Groups.
Restrict User Access
To restrict user access to only some types of Report Groups or some Company files see:
- Control User Access to Companies and Reports.