Admins
Instructions for BI Book environments' admins
- BI Book Access ManagementBI Book user roles, permission management, access management
- How to manage usersThis article explains how to add and edit users in BI Book, manage their permissions through group membership, root access, and the Access Tree, and use the “View as” feature to verify what each user can see. It also links to recommended articles for setting admin roles and understanding access levels.
- Creating and Managing User Groups
- Making an existing user an admin
- Granting access to the Content objects
- How to share root folder with user(s)
- Adding a user
- How do I remove a user?
- Editing the company display name
- Refreshing the database
- Refreshing a report
- Setting up SSOThis is a guide for how to set up SSO in your BI Book environment.
- Viewing and editing who has access to a report
- BI Book Power BI Connector
- Domain settings
- System Banners
- Power BI Report Theme Generator
- BI Book Reports EmbeddingPut your BI Book reports where people already spend their day. With report embedding, you create a shareable link that drops a live report into other tools, intranets, or screens. Your data reaches more people, and decisions happen faster.
- Import Users from Excel
- Embedding BI Book in Sharepoint
- Service Level Agreement (SLA)
- How to edit company environment
- Adding Row level Security to data models
- How to add RLS to your report in BI BookThis article describes how you can add row level security (RLS) to your BI Book report. It also provides instructions on how you can validate that the rules have been correctly applied.
- Integration requests
- Bring your own capacity
- How to activate Visma eAccounting Integration