Add an account
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.