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.
  • External user - An external user can log on via Federated Authentication.
  • External Group - An external group account lets any member of the external group log on via Federated Authentication.

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 general details for the account, such as:

  • Account Type - Choose between a Local user, Windows user, or Windows group account. If Federated Authentication is enabled, you can also choose from External user or External group account.
  • Name - The name of the account (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. This option is available only for user accounts. Windows and External group accounts allocate a floating seat to any virtual user they create.

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

Expand the Options tab for additional details for the account, such as:

  • Culture - The default culture for this account. Must be a valid IETF language tag, such as en or en-US. This information is included in the configuration of Windows and External accounts, and can only be modified here for Local accounts.
  • Time Zone - The time zone for the account.
  • Active Project - The active project for the user account.

Account options for a Local user
Account options for a Local user

Expand the Application Privileges tab to allow or deny access to specific functionality or UI elements.

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 format of the fields in the Add Account dialog is different for Windows user and Windows group accounts. you need to specify the Windows domain in the Name field.

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

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 user account is created automatically within Dundas BI. 

3.2. External user and group accounts

External user and group accounts are available only when Federated Authentication is enabled. These accounts represent users that use an external application to authenticate to log on to Dundas BI.

When selecting an external account, the option Federated authentication providers becomes available. This option provides a list of configured authentication providers. Uncheck Any Federation Provider and select any of the applicable providers in the list.

New account for an External user
New account for an External user

Similarly to Windows groups, you don't have to create a separate user account manually for each user when in an External group account. When a user belonging to the External group logs on to Dundas BI (via Federated authentication), a virtual user account is created automatically within Dundas BI. 

Note
Dundas BI cannot refresh the group membership without the explicit authentication by the user. This may result in outdated user information being cached in Dundas BI, especially when it comes to scheduled notifications. You can adjust the refresh rate of this cache using the Federated Group Membership Cache Lifetime configuration setting.

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 an External Group or Windows Group account. If you want to see or edit these virtual accounts, select the Show Virtual Users checkbox.

View the list of accounts
View the list of accounts

4.1. Edit an account

For any account in the list, click the 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 will also be able to:

  • Set the account's default view (the home screen or a dashboard that appears when the user logs on).
  • View and manage the account's active logon sessions.
  • Set the account's custom attributes.
  • View the Effective custom attributes, those inherited by the account.
  • Add the account as a member of an existing Dundas BI user group.
  • Explore the notifications created by the user.
  • Explore the files and folders in the user's personal project (i.e., My Project).
  • Promote a virtual user account to a regular user account.

Account details
Account details

4.2. 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

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