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: 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:

  • 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. 

To simply add a user, see the 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. 

Adding_Users_1_replace.jpg

  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.)

2_Users_Add_User.png

 

  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

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.  As a role is selected, a note beneath the role will state what the user will have access to.  Standard system Roles include: 

  • Administrator – All permissions and access, including Administrator Tools.

  • Report & Dashboard Creator – Ability to view, create, edit, share and schedule dashboards and reports.

  • Restricted User – View-only access to dashboards and reports shared with them. This user will not be able to create or edit any dashboards or reports.

  A user’s role can be modified on the Users page within Administrator Tools at any time.

 

Additional Permissions

There are two additional boxes for permissions you can assign to a user. 

  • Enable Insights – Allows the user to run staff forecasting reports via the Insights tab

  • Disable Admin Notifications – Will only be selectable if you assigned the user with the Administrator role. This will disable email notifications to this user about data connections or billing issues.

 

Adding_User_1.png

  

Dashboard Templates - The second page of the wizard allows you to create dashboard tabs for this user from the default templates. This can be left unchecked if you don’t want to create dashboard tabs for this user, and you can click Next to move to the next step.  If you would like to add dashboard tabs for the user, check the top box, and a list of default templates will appear for you to select from:

Dashboard_Templates1.png 

Once selected, you’ll click Add to the right. Depending on the template you select, additional options may be presented.  For example, if you select Workgroup Summary (per-workgroup), you’ll then need to choose which workgroup you’d like the template to contain data for:  

Dashboard_Templates2.png

 

Click Next when you’re ready to move on to the next step.

Shared Dashboards - The third page of the wizard allows you to share existing dashboards set up by yourself or other users, with this new user.  Leave this unchecked if you don’t want to share dashboards and click Next to move on to the next step.  If you would like to share dashboards with this user, check the top box, and a dropdown of existing users will appear. Once you select a user, their dashboards are listed with the option to assign a permission level to the new user on the existing dashboard.

  • View – Provides read-only access to the dashboard

  • Modify – Allows the user to make changes to the dashboard

  • Admin – Allows the user to make changes and also share the dashboard with other users

Share_Dashboards.png

Click Next when you’re ready to move on to the next step.

 

Shared Reports - The fourth page of the wizard allows you to share existing reports set up by yourself or other users, with this new user.  Leave this unchecked if you don’t want to share reports and click Next to move on to the next step.  If you would like to share dashboards with this user, check the top box, and a dropdown of existing users will appear. Once you select a user, their reports are listed with the option to assign a permission level to the new user on the existing report.

  • View – Provides read-only access to the report

  • Modify – Allows the user to make changes to the report

  • Admin – Allows the user to make changes and also share the report with other users

 

Shared_Reports.png

Click Next when you’re ready to move on to the final step.

 

The last page of the wizard provides an overview of the user you’re creating.  You can verify their name, email, role, and all permissions/access being provided.  Once you’ve verified it’s accurate, click on Add User.  The user will now appear in the list of users on the User page.  They will receive a Welcome Email prompting them to set a password.  If the user loses the email, 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.


Was this article helpful?
2 out of 3 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.