Summary


This article describes InfoBurst user creation and management. Users is located under System.



Types


Users can be managed manually in InfoBurst and dynamically via Active Directory or Authentication Data Source.


User Types:



Create a User


  • Select New User
  • Name: Enter a user name
  • Password: Enter a password
  • Email: Enter an email address
  • NTUser: Enter <DOMAIN>\<USER>. Required only for Windows Authentication
  • Role: Select a user role
  • Select Save


User Roles


RoleAccess Rights
Administrator
  • Full access to all facets of the system and can administrate all objects, content and users/groups
  • Run a Schedule as schedule owner
System Operator
  • Create, edit and view all items
  • View and monitor all scheduled and executing jobs via the Schedule panel
  • Run a Schedule as schedule owner 
Project Manager
  • Create, edit and view any objects in folders to which they have been granted access by an Administrator
  • View and monitor scheduled and executing jobs to which they have access via the Schedule panel
  • Create and set access on sub-folders within parent folders to which they have access
  • Consider a Project Manager the equivalent of Administrator at the folder level
  • Role supersedes View Only folder access
Team Member
  • Create, edit and view any objects they own in folders to which they have been granted access by an Administrator
Report Consumer
  • Receive content
  • Log into InfoBurst Portal
  • No user interface access
Dashboard Consumer
  • Receive content
  • Access to XDC objects designated by an Administrator via web service
  • No user interface or InfoBurst Portal access


Workflows


Select to limit a non-Administrator user to use of one or more Workflows.


Enable only the following Workflows: Select one or more Workflows



Platform Credentials


User must provide credentials to access a Platform.

  • Select the plus (+) button
  • Platform: Select a Platform
  • Authentication Type: Select Authentication Type (SAP BusinessObjects only)
  • User: Enter a user
  • Password: Enter a password
  • Select Save



Crystal Database Credentials


Add database credentials for Crystal Reports that require credentials.

  • Select the plus (+) button
  • Server: Enter database server name as defined in the Crystal Report
  • Database: Enter database name as defined in the Crystal Report
  • User: Enter database user
  • Password: Enter database password


Migrate User Objects


Select a user then the Migrate button to transfer ownership of all objects from the selected user to another user. Before transferring ownership, ensure none of the target objects are in use and the target user has sufficient access to object locations.