The tasks for creating a user include defining a user’s preferences, user privileges, and security settings.
Defining a user’s preferences
One of the tasks of the system specialist is to define various preferences for a new user. Tasks include defining a user’s default landing page, preferred location, e‑mail address, PDF saving options, and dashboard display and home page preferences.
Defining a user’s landing page, e-mail address, and PDF settings
The system specialist defines a user’s default landing page, e-mail address, PDF saving options, and the home page alert that displays on a user’s home page. A home page alert is a book section that typically contains measures that a user frequently monitors.
How to define a user’s landing page, e-mail address, and PDF settings
1 In the Navigation Pane, choose Setup➛Users.
2 Double-click a user or choose Create. Setup User appears.
3 To set the page that opens when the user logs in, perform one of the following tasks in User Preferences, in On startup option, shown in Figure 2‑25:
To open the database home page, select My home page.
To open the user’s book, select My book.
To open a specific briefing book, select Selected book. Then, select a book from the available list.
To open a specific map, select Selected map. Then, select a map from the available list.
To open a specific view, select Selected view. Then, select a view from the available list.
To open to a blank page, select Nothing.
Figure 2‑25 Setting a user’s startup open options
4 To define the user’s e‑mail address, in User Preferences, in E‑mail address, shown in Figure 2‑26, type an e‑mail address.
Figure 2‑26 Setting user preferences for an e-mail address
5 To open PDFs that a user saves, select Open PDF files after saving them.
6 To add a home page alert to the home page, in Selected section, select a section.
7 Choose Save.
Defining a user’s preferred location
The preferred location defines the location that views and books open to for a user. You typically define the preferred location as the location where a user is working, responsible for, or concerned about.
To select a preferred location, you must have created a location structure.
The top location in a view or book section can be defined as the preferred location to open a view or section to the user’s preferred location. The top location is the default location that a view or book section opens to. Defining the top location as the preferred location restricts the locations that a user can see. A user can:
View the preferred location in views or briefing book sections.
Enter data for the preferred location in Data➛Data Entry.
How to define a user’s preferred location
1 In the Navigation Pane, choose Setup➛Users.
2 Double-click a user or choose Create. Setup User appears.
3 In User Preferences, and in Preferred location, shown in Figure 2‑27, select a preferred location from the list.
Figure 2‑27 Setting user preferences for a preferred location
4 Choose Save.
Defining dashboard display preferences
Metrics Management supports defining dashboard display setting for a user. Settings can be defined for index range identifiers in tables and polarity indicators in data charts in the dashboard. The polarity indicator is an arrow that points toward the direction that is good along the axis. The arrow shows the performance colors associated with the measure. The axis has text labels for Good and Bad.
How to define dashboard display settings
1 In the Navigation Pane, choose Setup➛Users.
2 Double-click a user or choose Create. Setup User appears.
3 In Dashboard, shown in Figure 2‑28, complete the following tasks:
To show polarity indicator arrows in data charts, select Show polarity indicators in data charts.
To show indexes, index range identifiers, and color in dashboard data tables, in Group measures, select the appropriate option.
To show data, variances and percent variances, indexes and index range identifiers, and color in dashboard data tables, in Data and formula measures, select the appropriate option.
Figure 2‑28 Setting dashboard preferences
4 Choose Save.
Defining home page favorites
You also can set up a user’s home page by defining favorites for the user. The home page provides a quick way for a user to navigate to their favorite books, links, maps, and views. You can also define the user’s favorites books, links, maps, and views.
How to define home page favorites
1 In the Navigation Pane, choose Setup➛Users.
2 Double-click a user or choose Create. Setup User appears.
3 In Options, and in Favorites, choose Edit.
4 Add the objects to define as favorites to the Selected list.
5 To display objects in a particular order in the favorites list, rearrange them in the Selected list by choosing Move Up or Move Down, or choose Sort to arrange the sections in alphabetical order.
6 Choose OK.
7 Repeat, as necessary, for books, links, and maps.
8 Choose Save.
Setting up user impersonation
Metrics Management provides a separately purchased Advanced Security module. This module includes impersonation. Using impersonation, a user assumes the security rights of another user and can access that user’s objects. Use impersonation to:
Test a user’s profile. An administrator or publishers of a user can use impersonation to test a user’s profile and security settings without obtaining the user’s password and logging in as the user.
Temporarily perform another employee’s role. One user can impersonate another user that is on vacation or on a leave of absence. Password sharing is not required.
To set up user impersonation you must be a system specialist or the publisher of the user to set up for impersonation.
When impersonating another user, the bottom toolbar displays the user name of the person that you are impersonating followed by “Impersonation”. The example in Figure 2‑29 shows impersonation of the CFO user.
Figure 2‑29 Viewing the toolbar when impersonating the CFO user
How to set up user impersonation
1 In the Navigation Pane, choose Setup➛Users.
2 Double-click a user or choose Create. Setup User appears.
3 In Options, and in Impersonation, shown in Figure 2‑30, choose Edit.
Figure 2‑30 Impersonating the CFO user
4 Add the users who can impersonate this user to the Selected list.
5 Choose OK.
6 Choose Save.
Creating a link tag for a user
A link tag supports user access to another object, such as a book, location, or measure. For information about using link tags, see Publishing data.
How to create a link tag for a user
1 In the Navigation Pane, choose Setup➛Users.
2 Double-click a user or choose Create. Setup User appears.
3 In Link Tags, type up to four link tags.
4 Choose Save.
Defining user privileges and security
A user privilege is a security permission that defines which actions a user can perform on a object type. By default, a new user has general user privileges. General privileges allow a user to create books, links, and filters, and to enter data and commentary. You choose to allow or deny the create, edit, open, and view privileges on Metrics Management objects. The set of available privileges varies for different objects. For more information about security and users, see About Metrics Management security.
How to define user privileges and security
1 In the Navigation Pane, choose Setup➛Users.
2 Double-click a user or choose Create. Setup User appears.
3 Choose Security.
4 Choose Privileges. Figure 2‑31 shows the privilege settings for the measure object type.
Figure 2‑31 Privilege settings for measures
5 To select which object to define privileges for, in Type of object, select an object type.
6 To allow or deny a privilege, in Actions, select Allow or Deny for an action.
7 Under Security, assign access rights to groups and users.
To open the database home page, select My home page.
