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To manage users go to the SQL BI Administration tab and click Application Security. In the Manage Users window, you can view a list detailing user account, permission level, and instances assigned to the account.  Users with different permission levels for different instances are listed multiple times. When a user has multiple instances with the same permission level, instances are grouped on the Accessible Instances column, an ellipsis symbol displays if the names do not fit in the column, to view a complete list hover the mouse over the column.

Info

Instance permissions can only be assigned to users who have a Product User role on IDERA Dashboard. Only users with the role a Product User on IDERA Dashboard can have instance permissions in the productSQL BI.

Adding users

You can assigning two different access levels to limit users access to managed instances:

View

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Only: Users only have view access to their assigned instances.  Users can only view data from their assigned instances.

Modify Modify: Users can view and change the configuration of their assigned instances.   users can modify configurations and view data from their assigned instances.

To add new users follow these steps: 

  1. In the Manage Users screen, click Add User/Group
  2. In the Add User wizard, type a user name on the search box or click Users to select users from a list, you can select one or more users at a time. Once you select users, click Next.
  3. in the Permissions screen, assign the access level View Only or Modify. Make your selection and click Next.
  4. In the Add  Instances screen, you can select one or more instance and service combinations. 
    • Select one or more specific instances and services and click  > . 
    • Click >> to assign all the listed instances and services.
  5. When you finish assigning instances, review your settings and click Next.
  6. In the Finish screen, click Back to make changes in your settings, to continue click Finish.

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