User Management

Create and manage user accounts for the solution.

Overview

Users are individuals who have access to the solution with specific profiles, permissions, and user groups assigned to them. Before they can access and sign in to the solution, they need a user account. Users will be required to enter their username and password each time they sign in. For additional logon options, you can set up single sign-on and restrict where users can access the solution. For more information, see Sign-In Settings. The easiest way to add user accounts is to add them individually in the Users room.

Note: This feature is also available through Visier's public APIs. For more information, see Users API.

The Users room

The Users room is where you create user accounts and manage user settings. From the list, you can select a user to update their user details, reset their passwords, assign permissions, and more.

The options that are available in the Users room will depend on the workspace you're in. For example, you can't assign permissions to a user when working in the global area. To assign permissions, you must access the Users room in a project because these changes affect data security and must be reviewed and published using the project lifecycle. For more information, see Projects.

To access the Users room:

Option Do this
In the global area

On the global navigation bar, click Tenant, and then click the Users tab.

Working in a project

On the navigation bar, click Security > Users.

More security around data access management

Note: Limited Availability This feature is in limited availability. If you are interested, please contact your Customer Success Manager.

Visier has also implemented additional safeguards that further limit who can manage permissions, change user groups, and preview as other users. We recommend that you turn on this feature to ensure administrators cannot access additional data or give themselves a higher access level than they have been assigned.

If this feature is enabled, administrators will need the Super Admin permission to perform the following actions:

  • Assign permissions.
  • Create and edit permissions.
  • Create and edit user groups.
  • Create and edit data access sets.
  • Create and edit security filters.
  • Preview the solution as a user.

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