User Management

Pending Requests Management

An administrator of Zetaly Hub has access to the User management page by clicking the following icon at the top right of the Zetaly Portal.

Note:

This icon also indicates how many users are pending activation within a black circle. In the example above, one user is pending activation.

You can accept or reject pending user access requests from the Pending Requests tab of the User management page.

Accepting User Access Requests

To accept a user access request, do the following:

Click on the tick icon corresponding to the user that you want to accept.
From the Accept User dialog box that appears, click Confirm.
From the Authorized modules dialog box that appears, select an appropriate user role and enable the appropriate Zetaly modules for the user.

Note:

By default, a new user is created without any modules authorized. Click on the toggle switches corresponding to the modules you want to authorize for the user.

Click Close.
The accepted user gets moved to the Users list tab, with the ACTIVE status. If required, you can modify the accepted user's authorizations later on according to Modifying Users.

Rejecting User Access Requests

To reject a user access request, do the following:

Click on the cross icon corresponding to the user that you want to reject.
From the Refuse User dialog box that appears, click Confirm.
The refused user gets moved to the Users list tab with the REJECTED status.

Actions on User List

The Users list tab displays all the currently accepted and rejected users.

Accepted users have the status ACTIVE.
Rejected users have the status REJECTED.

Deleting Users

You can delete an existing accepted or rejected user.

Note:

The sysadmin user and the internal system type users cannot be deleted.

To delete a user, do the following:

Click on the bin icon corresponding to the user that you want to delete.
From the Delete User dialog box that appears, click Confirm.
The deleted user is immediately removed from the users list.

Modifying Users

At the time a user access request was accepted, their module authorizations and user role will have been defined. To modify an accepted user's access profile, do the following:

Click on the padlock icon corresponding to the user that you want to modify.
From the User Authorizations dialog box that appears, select a different role (if required) and modify the module authorizations (if required).
Click Close.

A user can only see and access the authorized modules. Unauthorized modules remain hidden to the user.

Note:

When a user's permissions have been modified, they need to log out and log back in for the changes to take effect.

User authorisation

Menu	Sub menu	Sys Admin	Admin	Data Admin	Data Designer	Designer	Viewer	Required module
Data Collect	Messaging	x	x	x
	Custom parsers	x	x	x
	File Import	x	x	x
Data Enrich	Data Management	x	x	x
	Load Views	x	x	x
	History Aggregation	x	x	x
Data Expose	Data Explorer	x	x	x	x	x	x
	API Swagger	x	x	x	x	x	x
Service Intelligence	My Dashboards	x	x	x	x	x	x	Service Intelligence
	Go to Sisense	x	x	x	x	x	x	Service Intelligence
Settings	Manage tags	x	x	x	x
	Manage users & Groups	x	x
	Business Categories	x	x	x
	Authentication LDAP/SAML	x	x

BI Roles

The BI roles determine how much control the users have on your dashboards.

Role type	Available role functions
Viewer	Can see dashboards
Designer	Can modify dashboards
Data Designer	Can modify dashboards, and cubes they create / were shared with
Data Admin	Can modify dashboards and all cubes, has limited access to the BI admin tab
Admin	All above, has complete access to the BI admin tab

For a more granular view of BI roles, you can access the specific Sisense page here.

Group management

Managing multiple users individually can become inefficient. The Groups list tab (described here) lets you create different groups so that you can apply the same set of module authorizations to a group of users.