Note: UI of version 5.0 onwards is slightly changed as compared to the old version of Helical Insight,5.0 plus version is having different UI as compared to the previous version but the functionality is still the same.

This article talks about User Role Management.

After logging in as Admin of an organization, click on User Management. A list will appear with tabular information of current users with their Roles and respective Organization.

User and Role Management

 

Helical Insight has 4 levels of security:

1.Organization Level : Create, edit and delete organizations. For doing these operations you have to be super admin.

2.Role Level : Create, edit and delete role. An admin can do it for his own organization whereas super admin can do it for any organization.

3.User Level : Create, mimic, edit and delete user. Define his role. An admin can do it his own organization, whereas super admin can do it for any organization.

4.Profile Level : For people with same role but different profiles, like sales managers but selling various products, profile attribute is useful.

1. Organization Level: Create, edit and delete organizations. For doing these operations you have to be a super admin.

When you click on the Organisations tab, the user interface is as follows

User and Role Management

To add an organization, click on the ‘Add organization’ button. Then enter the organization name and its description in the fields as shown below:

User and Role Management

User and Role Management

How To Delete an organization?

You will have to login as “SuperAdmin” in order to delete an organization. On clicking on the organization tab, a tabular list appears showing a list of organizations, description and other functions. By clicking on the delete functionality superadmin can delete any organization.

User and Role Management

Before deleting, a confirmation message appears confirming the action from the SuperAdmin.

User and Role Management

Once successfully deleted, a notification appears “Organization deleted successfully”.

User and Role Management

2. Role Level: Create, edit and delete the role. An admin can do it for his own organization whereas a super admin can do it for any organization.

User and Role Management

User and Role Management

3. User Level: Create, mimic, edit and delete the user. Define his role. An admin can do it for his own organization, whereas a super admin can do it for any organization.

Only the Admin of the Organisation has the right to create users and assign them different Roles. To add a User click on the ‘Add User’ button present in the top right corner.

User and Role Management

Admin can assign Roles to the user by clicking on the edit button present under the ‘Actions’ column

User and Role Management

Roles

  • Super Admin: can access all the files and folder for all organization and assign profiles or roles to users. He can manage or create new roles also
  • Admin: can access files and folder and manage users for only for his organization.
  • User: can create files or access reports and dashboard that are created by him or assigned to him
  • Viewer: can view reports assigned to him, he cannot even navigate through the application modules access will be denied. This is specially useful when people embed the reports and dashboards and they do not want that an end user can do an inspect and try to access any other pages even if he gets to know of the emebdded URL.

Read to learn more about Role: Viewer

4. Profile Level: For people with the same role but different profiles, like sales managers but selling various products, the profile attribute is useful.

A particular organisation can have multiple users with same role. For example, an organisation can have multiple sales managers but they are selling different products. So in that case, the admin can assign them profiles on the basis of the product they are selling. Hence, the sales managers selling different products can see reports belonging to their product only.

User and Role Management

User and Role Management

User and Role Management

User and Role Management

User and Role Management

impersonate or mimic :

Admin can also impersonate or mimic users to see the behaviorof the system when logged in as a particular user. To know more about mimic user functionality, click here

For more info, contact us at demo@helicalinsight.com

Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered