Description: Learn how to set up users and their permissions on SkyTab Business Intelligence (STBI).
Add a New User
To set up Users & Permissions, select the Setting icon in the upper right corner of the window, then select Users & Permissions.
Here is where you can add users to your system. When setting up a new user, you can decide whether they can see only their store, a group of stores, or all the stores, depending on their job role. You can set their report permissions as well. If the report is checked, they will see it; unchecked, they will not. To add a new user, select Add User.
User Information tab
- User Name: Enter the user name.
- E-Mail: It is crucial to enter the user's email address to access Lighthouse. Entering this email will give the user STBI in their menu.
- If the Admin box is checked, the user can edit the users and permissions in the system per user.
- Give access to all stores: If this box is checked, anytime the Enterprise adds a new location, the user will be given access to the new store automatically.
- Active: Make sure this is toggled to the right to make the user active.
Location Permissions tab
Place a check in the checkbox for the store or stores the user should have access to. You can select the button for "Select All' if you want to quickly give them access to all stores or select the button for "None" to deselect all stores.
STBI TIP: If you have an issue with a new user being unable to see a new location, this is an indication that the store needs to be checked off under the Location Permissions tab for this user.
Report Permissions tab
Place a check in the checkbox for the report or reports the user should have access to. You can select the button for "Select All' if you want to quickly give them access to all reports or select the button for "None" to deselect all reports.
There are additional tabs here to select Alerts, Other Pages and Dashboard Reports.
Once the information has been entered for all tabs desired, select the Update User button at the bottom of the page.
Edit a User
In the Users & Permissions window, select the Edit link for the user you wish to update.
Update the information as needed. The User Information, Location Permissions, and Report Permissions tabs are available to update. Make sure to select the Update User button to save your changes.
Deactivate a User
In the Edit window, toggle the Active button left to make the user inactive. Make sure to select the Update User button to save your changes.
Note that the user status displays as Inactive.
- Return to SkyTab Business Intelligence and Reporting
- Return to SkyTab Business Intelligence Essentials
Comments
0 comments
Please sign in to leave a comment.