Settings

Configure different settings to customize the look and behavior of the solution. For example, you can apply a default analysis context for users, change the default display currency, and display a company logo on the navigation bar.

Sign-in settings

Settings that affect how users sign in to the solution.

Set Up Single Sign-On

Allow users to use their login credentials from an external service provider to log on to the solution.

Auto Provisioning

Enable auto provisioning to automatically create user accounts for new users who access the solution from your SSO portal.

Set Up Network Access

Restrict the IP addresses where users can access the solution.

Set Up OAuth 2.0

Learn how to register an OAuth 2.0 client in Visier.

Global settings

Settings that take affect instantly.

Share files with Visier.

Upload a Custom PowerPoint Template

Upload a custom template as the default for Microsoft PowerPoint exports. This template must be a PPT file.

Customize an Email Template

Change the predefined email templates and preview how the emails appear to your users.

Generate an API Key

Create an API key and copy it to use in API functions.

Add Your Domain to the Embeddable Domains List

Create a list of trusted domains that may embed Visier.

Project settings

Settings within a project that take affect once published to production.

Set Aggregate Thresholds

Hide aggregate values for small populations from users.

Download the Application Definition

Export an Excel file (XLS) to see a list of the analytic and document objects in the application.

Create a Custom Color Palette

Create a custom color palette for visualizations in the solution experience.

Change the Solution Logo

Display a company logo on the navigation bar.

Change the Default Currency

Set the default currency that is displayed to users in the solution.

Set Up Data Exports

Learn how to turn on Data Exports for the first time.

Set the Default Context

Define the default population context to provide all users with a consistent starting point.

Set the Home Analysis for All Users

Administrators can set a default analysis that will display in the Home room when users first sign in to Visier.

Translate Solution Content

Export changes in your project to translate the content from the language you authored in to a target language.