Platform Daily Management

As an admin, you need to manage the platform on a daily basis.

For example:

1. In personnel changes, you need to add users or hand over resources for departing users.

2. In regular works (such as creating a weekly report dashboard and sending it to the corresponding personnel), you can use the Task Schedule function to send data or dashboards, avoiding repeated efforts.

The following figure shows the specific content of daily management and implementation methods.

A company will inevitably recruit new employees continuously. In this case, you need to add new users to the FineBI platform.

You can use the Synchronize Users function to manage users (for example, set Sync Frequency, synchronize users, and modify synchronization information).

Personnel changes can also lead to permission changes (for example, change users' data and platform permissions with their position changing). For details, see Permission.

You can use the Resource Handover function in the user departing scenario (for example, hand over data tables or dashboards created by the departed users to other users  for continuous use).

You can use the Publication Management function to publicize the template applied by a user who has no management permission of directory and wants to publicize the template.

You can also view specific information of a dashboard, including Name, Status, Apply user, Department Duty, Role, Application Time, and Operation.

You can use the Task Schedule function to send specific content (like reports and data) to specific personnel by setting sending content, sending time, sending way (like email and message), and so on. For details, see Task Schedule.

Other users with permissions can also use this function.