Adding Users- FineBI Help Document

Last update：October 24, 2023

Overview

Version

Version	Functional Change
6.0	/

Application Scenarios

Admins can add a user manually and add the user's information.

Admins can delete and disable users, and edit their information.

Admins can reset passwords for users who forget their passwords or whose passwords are disclosed.

Adding a User Manually

After logging into the FineBI system, admins can go to System Manage > User Management > All Users, click Add User to set relevant information and click OK.

The specific settings are shown in the following table:

Settings	Required or Not	Introduction
Username	Required	User ID Cannot be the same as the names of existing users. Not supporting modification after saving. Allowing only letters, numbers, underscores, @, hyphens, and dots. Note: Set the username carefully. Not allow modifying the username once added.
Name	Required	The names of added users can be the same as the names of existing users.
Password	Required	Password of a user
Mobile	Not required	Binding the phone number of a user. It is recommended to add a phone number for receiving information like notifications and verification. A valid phone number is required. Supporting binding phone numbers from China, Taiwan (China), Hong Kong (China), Turkey, South Korea, Japan, Singapore, and Malaysia. For countries and regions such as Taiwan (China), South Korea, Japan, and Malaysia, there is no need to add the number 0 before the phone number or after the area code.
Mailbox	Not required	Binding the mailbox of a user. It is recommended to add a mailbox for receiving information like notifications and verification. Email address can include symbols # and &.
Dept.-Posit	Not required	Allowing selecting departments and positions within it. Allowing selecting multiple departments and positions. The whole line of selected contents will be marked in blue. Cannot select synchronized departments and positions. Subordinate admins can only select departments and positions within their permissions. Otherwise, a prompt will pop up: You haven't the permission of this node. Departments and positions without permissions are grey.
Role	Not required	Allowing selecting the existing roles and multiple roles. Note: Cannot select synchronized roles.

Editing User Information

For users added manually, both admins and users themselves can edit user information.

Editing Through Admins

For users added manually, admins can edit their information and roles. Click OK after modification.

The specific settings are shown in the following table:

Settings	Introduction
Username	User ID Note: Not supporting modification of username.
Name	User name Supporting the same as the names of existing users.
Password	When forgetting the password, you can use this function to reset a user's password. Click Generate User Password, and the system will automatically generate a new password. Click Copy PWD to copy the new password to a user. Click OK to confirm the modification.
Mobile	Binding the phone number of a user. It is recommended to add a phone number for receiving information like notifications and verification. A valid phone number is required. Supporting binding phone numbers from China, Taiwan (China), Hong Kong (China), Turkey, South Korea, Japan, Singapore, and Malaysia. For countries and regions such as Taiwan (China), South Korea, Japan, and Malaysia, there is no need to add the number 0 before the mobile phone number or after the area code.
Mailbox	Binding the mailbox of a user. It is recommended to add a mailbox for receiving information like notifications and verification. Email address can include symbols # and &.
Dept.-Posit	Allowing configuring a user's department and position when you edit information. Allowing selecting departments and positions within it. Allowing selecting multiple departments and positions. The whole line of selected contents will be marked in blue. Allowing clearing up all departments and roles of a user. Cannot configure, untick, or clear up synchronized departments and roles of a user. Cannot configure, untick, or clear up departments and roles without permissions.
Role	Allowing selecting the existing roles and multiple roles. Note: Cannot select synchronized roles.

Editing Through a User

For users added manually, users themselves can edit their own information like Name, Mobile, Mailbox, and Password by clicking > Account Setting in the right upper corner after login.

Disabling a User

How to Implement

Users added manually are enabled by default.

Admins can click > OK to disable a user.

Disabled Users

If a disabled user has logged into FineBI before being disabled, they will be excluded from the group immediately with a prompt of Login information has expired, please log in again.

If a disabled user does not log into FineBI before being disabled, they will be prompted that Username is unavailable.

Deleting a User

For users added manually, you can delete them one by one or in batch.

Note:

Delete users carefully. If you add users whose names are the same as those of the deleted users again, the newly added users cannot inherit permissions and configurations of the deleted ones.