Adding a Brightmetrics User

As of Sep 2017, ShoreTel has been acquired by Mitel; the product titles and images used in this article may not accurately reflect the official product titles post-acquisition. This includes subjects contained in the imagery of Brightmetrics' user interface.
 

Required Role/Permissions Level: Company Administrator

Giving someone the ability to log into Brightmetrics - Setting up New Users - is simple! However, setting your new users up for success means showing them what Brightmetrics is capable of and giving them some perspectives to play around with. Here are a few things we've done to make setting up new users not only easy but also to get them started off on the right foot from the start:

  • We have created some great templates for you to choose from so the new users can visualize and report on key metrics that are pertinent to their daily focuses. 
  • You can make templates from the dashboards and reports that were previously created by yourself and others.
  • Or, give the new users specific access and permissions on those reports and dashboards that are owned by others. 

 

Adding Users to Brightmetrics

To simply add a user, see steps below. 

  1. Navigate to the Users page located in the SideBar Menu of Brightmetrics.
  2. Under the "Add User" section, you will enter the information used to identify the user in Brightmetrics, as well as the email address to which the password setup and confirmation will be sent. 

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  1. Select a User Role for the new user.  Roles define the permission or access level of the new user.  Ensure that you are giving the new user the correct permissions based on what they will be doing in Brightmetrics. Standard system Roles include:
    • Administrator - All Permissions and Access, including the Users page
    • Report & Dashboard Creator - Access to and ability to View, Create, Edit & Share Dashboards & Reports
    • Restricted User - Access to only Dashboards & Reports that have been shared with them

(User Roles can be modified here in the Users page at any time.)

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  1. Select the Additional Permissions you would like to enable or disable.  These include:
    • Enable Insights - Access to run and schedule Staff Forecasting Reports via the Insights report
    • Disable Admin Notifications - Prevents the new user from receiving automated messages pertaining to billing or data source update issues.

3_Users_Add_User.png

 

  1. The configuration options given in the Dashboards segment will ensure the best usability and experience for the users that you add.  Here you will be able to create a dashboard template for the new user and/or give them access to an existing user's dashboard templates, and saved reports.

4_Users_Add_User.png

 

  1. Click Add User to complete the setup.  The user will receive a Welcome Email prompting them to set a password.  If the user loses the email and needs it to be resent, they can simply click on Forgot Password from the Brightmetrics login page. 
 
If you have any questions regarding Brightmetrics' Mitel (ShoreTel) Reporting and Data Analytics Services, please email us at support@brightmetrics.com
  1. Navigate to the Administrator Tools Page > Users Tab, located in the SideBar Menu of Brightmetrics.
  2. Click the Add New User Button - Administrator Tools > Users Tab > Add New User Button

User Profile Information 

The user information is what will be used to identify the user in Brightmetrics, as well as the email to which the password setup and confirmation will be sent.

Roles

Roles define the permission or access level of the new user; ensure that you are giving the new user the correct permissions based on what they will be doing in Brightmetrics. Standard system Roles include:
  • Administrator - All Permissions and Access, including the Admin tools & Admin Tool Page
  • Report & Dashboard Creator - Access to and ability to View, Create, Edit & Share Dashboards & Reports
  • Restricted User - Access to only Dashboards & Reports that have been shared with them

(User Roles can be modified in Admin Tools Page at any time.)

Other Important User Configurations

The configuration options given in the second segment of the Add User Wizard will ensure the best usability and experience for the users that you add; here you will be able to create a dashboard template for the new user and/or give them access to an existing user's dashboard templates, and saved reports.  
  • Add Standard Dashboard Templates:
  • Add Shared Dashboards created by other users on your team:
  • Add Shared Report created by other users on your team:
Final Review and Confirmation:

Final Steps - User Confirmation via Email

Once the configurations are set, the new user can be seen and modified in the list of current users:
Upon setup, the user will receive a Welcome Email prompting them to set a password.  If the user loses the email and needs it resent, they can simply click on Forgot Password from the Brightmetrics login page. 
 
If you have any questions regarding Brightmetrics' Mitel (ShoreTel) Reporting and Data Analytics Services, please email us at support@brightmetrics.com

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