Platform Users

Version

Application Scenarios

FineBI provides multiple user types.

View users: can view dashboards, but cannot edit them or process data.

Design users: can view, retrieve, edit, and publish data, components, and dashboards.

Note:

Common definition of “Named User” means a single identifiable individual with unique, non-generic login credentials (such login credentials may not be shared with anyone beyond the single identifiable individual) . While, the license of FineBI only limits the maximum number of viewing and design users, and can change the permission of different individuals through configuration. For example, if an employee enrolls or resigns, new employees can be authorized from the licensed employee by changing the permission.

Precautions

1. If the system is not registered or the number of user is not limited in the system registration information, there are no restrictions on the number of users of all user types in the Platform User interface by default.

If user restrictions are not enabled, all users have permissions to use FineBI's PC and mobile platform, and view and design FineBI’s projects by default.

2. The super admin is a BI design user by default.

3. A user can be both a PC User and a Mobile User.

4. A user can only be added to either the BI View User group or the BI design user group. FineBI design users have viewing permissions by default.

Different types of users have different types of permissions.

PC Access Permission

PC access permission determines whether you can log into FineBI on a PC.

If you are not a PC User, you do not have this permission.

In this case, when you log into FineBI, the system will prompt: Username is not available.

Viewing Permission

Viewing permission determines whether you can view directories within your permissions after logging into FineBI on a PC.

As you are not a FineBI user (BI View User or BI design user), even the admin assigns you the permission to view directories, you can see the directory on the left side after logging into FineBI, but when clicking to view details, a prompt will pop up: Sorry, you cannot view this page. No permission, please check the platform user settings.

Designing Permission

Designing permission determines whether you can use My Analysis, Public Data, and Recycle bin after logging into FineBI on a PC.

If you are not a design user, My Analysis, Public Data, and Recycle bin will not be displayed on the left side of the page after logging into FineBI. Therefore, you cannot create, modify, or delete any data, components, or dashboards.

Mobile Access Permission

Mobile access permission determines whether you can log into FineBI on a mobile device and view directories within your permissions.

If you are not a mobile user, you do not have mobile access permission, and when you try to log into FineBI on a mobile device, a prompt will pop up: You have no right to use the mobile terminal for the time being. Please contact the administrator.

Set user eoco as a view user.

Setting PC User

To set user eoco as a view user, first add eoco to the PC User group.

1. The admin logs into FineBI, clicks Manage > User > Platform User, chooses PC User, and clicks Edit User.

2. Go to the Edit User page.

Enable User Restriction.

Click the users Anna, demo, and eoco below to add them to the Selected User group.

Click Complete.

Note:

1. If the system is not registered or the number of users is not limited in the registration information, you can disable User Restriction, which means all users are in the PC User group.

2. The super admin is by default a PC User and cannot be removed.

3. After completing the settings, go back to the Platform User page, and you will see that Anna, demo, and eoco have been added to the PC User group.

Setting View User

The admin can add users to the BI View User group from PC User.

1. The admin logs into FineBI, clicks Manage > User > Platform User, chooses PC User > BI User > BI View User, and clicks Edit User.

2. Go to the Edit User page.

Enable User Restriction.

Choose eoco from the Unselected User group to add her to the Selected User group.

Click Complete.

Note:

1. If the system is not registered or the number of users is not limited in the registration information, you can disable User Restriction, which means all PC users are view users.

2. A user can only be added to either the BI View User group or the BI design user group.

3. After completing the settings, go back to the Platform User page, and you will see that eoco has been added to the BI View User group.

Demonstration

On PC

The user eoco logs into FineBI.

1. Can view the directory dashboard within her permissions.

2. Cannot create and edit data, components and dashboards because My Analysis, Public Data and Recycle bin are not displayed.

On Mobile

View users on mobile devices cannot see My Analysis.

Set user Anna as a design user.

Setting PC User

To set user Anna as a design user, first add Anna to the PC User group.

1. The admin logs into FineBI, clicks Manage > User > Platform User, chooses PC User, and clicks Edit User.

2. Go to the Edit User page.

Enable User Restriction.

Click the users Anna, demo, and eoco below to add them to the Selected User group.

Click Complete.

Note:

1. If the system is not registered or the number of users is not limited in the registration information, you can disable User Restriction, which means all users are in the PC User group.

2. The super admin is by default a PC User and cannot be removed.

3. After completing the settings, go back to the Platform User page, and you will see that Anna, demo, and eoco have been added to the PC User group.

Setting Design User

The admin can add users to the BI design user group from PC User.

1. The admin logs into FineBI, clicks Manage > User > Platform User, chooses PC User > BI User > BI design user, and clicks Edit User.

2. Go to the Edit User page.

Enable User Restriction.

Choose Anna from the Unselected User group to add her to Selected User.

Click Complete.

Note:

1. If the system is not registered or the number of users is not limited in the registration information, you can disable User Restriction, which means all PC users are design users.

2. A user can only be added to either the BI View User group or the BI design user group.

3. After completing the settings, go back to the Platform User page, and you will see that Anna has been added to the BI design user group.

Demonstration

The user Anna logs into FineBI, she can:

1. View the directory dashboard within her permissions.

2. Create and edit data, components and dashboards because My Analysis, Public Data and Recycle bin are displayed.