Adding a User or Providing Access to Brightmetrics

Required Role/Permissions Level: Administrator

Giving someone the ability to access Brightmetrics is simple! 

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 gets 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. 

Note:  If you are a Genesys Premium App user, scroll down to the Adding SSO Users section for how to add users.  

 

If you are not a Genesys Premium App user, you'll add a user by following the steps below: 

  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:
 
PC2.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 Queue Performance, you’ll then need to choose which Queue you’d like the template to contain data for:  
 
PC_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

PC_Shared_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

PC_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. 

 

Adding SSO Users

As a Genesys Premium App user, your users can request access to Brightmetrics from within Genesys. 

 

First, you'll need to assign the user a role in Genesys, giving them permission to access Brightmetrics:  CleanShot_2021-06-18_at_12.58.41.png

Next, the user simply needs to access the Apps page in the sidecar within Genesys, and select the Brightmetrics App: 
sidecar2.png
This creates their user account within Brightmetrics.  You will need to log in and approve their request by completing the following: 
1.  Access the Admin Tools page. 
2.  Change the dropdown to Pending Approval
3.  Select the role you'd like to give each user
4.  Save the changes 
approving_users.png
 
Questions or feedback?  Please email us at support@brightmetrics.com
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