Add an account

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1. Overview

This article shows you how to add a new user account in Dundas BI. Only administrators have permission to add new accounts.

2. Account types

  • Local user - A local user's credentials are stored and managed by Dundas BI.
  • Windows user - A Windows domain user can log on via Windows Authentication.
  • Windows group - A Windows group account lets any member of the group log on.

3. Add a new account

To add a new user account in Dundas BI, go to the main menu and click the Admin button.

Access admin functions from the main menu
Access admin functions from the main menu

This launches the Admin screen which presents a categorized list of admin options on the left. Expand the Account Service category and click Accounts. In the Accounts screen, click Add account.

Go to the Accounts screen to add an account
Go to the Accounts screen to add an account

Fill in the details for the account, such as:

  • Account Type - Choose between a Local user, Windows user, or Windows group account.
  • Account Name - This applies to local user accounts and is case insensitive.
  • Seat Type - Choose between the following license seat types:
    • Standard user - Can create views such as dashboards, reports, scorecards, and slideshows.
    • Power user - Can create data connectors, hierarchies, time dimensions, metric sets, and views.
    • Developer - Can do everything a Power user can do, plus create data cubes and cube perspectives
  • Seat Mode - Indicate whether this account has a reserved license seat or floating seat.
  • Culture - The default culture for this account. Must be a valid IETF language tag such as en or en-US.
  • Default View - Set the default view that appears when this user logs on to the system.
    • You can set it to the Home screen (default) or choose a specific dashboard to show instead.
    • The user has the option of changing this from their My Profile screen.
  • Application Privileges - Allow or deny access to specific functionality or UI elements.

New account for a Local user
New account for a Local user

Set the default view to a specific dashboard
Set the default view to a specific dashboard

Click Submit to create the account.

The Accounts list is updated with the newly added account.

Account was created
Account was created

3.1. Windows user and group accounts

The required fields in the Add Account dialog are different depending on the account type that you selected. For example, in the case of Windows user or Windows group accounts, you need to specify the Windows domain.

New account for a Windows user
New account for a Windows user

In the case of a Windows group account, enter the name of the Windows group (e.g., SalesDept) in the Name field.

New account for a Windows group
New account for a Windows group

The advantage of using Windows groups is that you don't have to create a separate user account manually for each and every user. When a user belonging to the Windows group logs on to Dundas BI (via Windows authentication) for the first time, a virtual Windows user account is created automatically within Dundas BI. 

4. View the list of accounts

Go to the Admin screen, expand the Account Service category and then click Accounts to see a list of the accounts in the system.

By default, virtual Windows user accounts are not listed. These are users associated with a Windows group account. If you want to see or edit these virtual accounts, select the Show Virtual Windows Users checkbox.

View the list of accounts
View the list of accounts

4.1. Edit an account

For any account in the list, click its Edit icon on the right to open the Account Details dialog. This lets you view or modify the settings for that account. Read-only information concerning the account includes the following:

  • Account ID
  • Account Type
  • Created Time
  • Last Log On Time
  • Last Log On IP Address
  • Log On Count

You'll also be able to:

  • View and manage the account's active logon sessions
  • Set the account's custom attributes
  • Add the account as a member of an existing Dundas BI user group
  • Explore the files and folders in the account's personal project (i.e., My Project)

Account details
Account details

To add this account to one or more existing Dundas BI user groups, click Member of. In the Member Of dialog, select the desired group(s) and click Submit.

Add this account to existing groups
Add this account to existing groups

4.2. Virtual Windows user accounts

If you're editing a virtual Windows user account, you'll also have the option to promote the account to a regular Windows user account.

Edit a virtual Windows user account
Edit a virtual Windows user account

Promote virtual Windows user account
Promote virtual Windows user account

4.3. Search for an account by ID

Every account has an ID (a GUID value) associated with it. If you only know the ID of a specific account, you can quickly search for the corresponding account in the Accounts screen by pasting the ID in the Search box.

Search for an account by ID
Search for an account by ID

4.4. Set default view

Set default view
Set default view

4.5. Delete an account

In the Accounts list, locate the account you want to delete and then click its Delete icon on the right.

5. Add another administrator

To add another Dundas BI administrator, first create or edit the user account. Then add this user to the System Administrators group.

6. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri