.03 Managing Users and Roles

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Important: The content on this page is not complete. The community is actively encouraged to add to, edit, and improve this document. Installation and configuration instructions are documented for Release Candidate 2.0.0.

Managing Users and Roles

The Pentaho Pre-Configured Installation (PCI) includes sample data and a group of fictitious users. If you are new to Pentaho, you can use the Administration Console to manage real users (and roles) in the BI Platform without having to configure an LDAP-compliant directory such as MSAD (Microsoft Active Directory) while you are performing a proof of concept.

Note: You must have administrative privileges (Admin) to manage users and roles.

Adding Users

Follow the instructions below to add users to the BI Platform:

  1. In the Administration Console go to Administration > Users & Roles.
  2. Click the Users icon if you are not in Users mode.
  3. Click the plus sign (+) next to Users
  4. In the Details pane, enter the User Name, Password, Password Confirmation, and Description.
  5. Click OK. The new user's name appears in the list of users.
     

     

Editing User Information

Follow the instructions below to edit user information:

  1. In the Administration Console go to Administration > Users & Roles.
  2. Select the user whose information you want to edit.
  3. In the Details pane, edit the user details as needed.
  4. Click Update.
     

Deleting Users

Follow the instructions below to delete users and roles from the BI Platform:

  1. In the Administration Console go to
  2. Select the user or users you want to delete from the Users list.
  3. Click the minus sign (-) next to Users to delete the users you selected. A confirm message appears.
  4. Click OK to refresh the user list.
     

Finding Users

The User List Filter allows you to find specific users in the list of current users. To find a user, enter the first few letters of the user's name in the text box. A list of names matching your entry appears.

Managing Roles

Adding Roles

Follow the instructions below to add roles to the BI Platform:

  1. In the Administration Console go to Administration > Users & Roles.
  2. Click the Roles icon if you are not in Roles mode.
  3. Click the plus sign (+) next to Roles.
  4. In the new window, type a new Role Name and Description.
  5. Click OK. The new role appears in the list of roles.
     

     

Editing Roles

Follow the instructions below to edit roles:

  1. In the Administration Console go to Administration > Users & Roles.
  2. Select the role you want to edit.
  3. In the right pane, edit the details as needed.
  4. Click Update.
     

Deleting Roles

Follow the instructions below to roles from the BI Platform:

  1. In the Administration Console go to Administration > Users & Roles.
  2. Select role or roles you want to delete from the Roles list.
  3. Click the minus sign (-) next to Roles to delete the roles you selected. A confirm message appears.
  4. Click OK to refresh the roles list.
     

Finding Roles

The Role List Filter allows you to find specific roles in the list of current roles. To find a role, enter the first few letters of the role name in the text box. A list of role names matching your entry appears.

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