Managing Users

Analytics101 allows you to add users of different roles to collaborate with your them efficiently.

1. How do I add a user?

Analytics101 enables you to add and manage users with varying levels of access and permissions in Setup page.
Follow these steps to add a user:

1. Sign in to your Analytics101 account using your credentials via
   http://uat.stage.silkdemo.in/login?site=analytics101.
   
   
2. Click on the Setup icon located in the top-right corner.
   
   
3. Open the sidebar, then locate the User Manager section under the Security tab within the sidebar, and click on it.
   
   
4. Click on the "+" icon to open the 'New User' form.
   
   
   • Enter required fields in the default tab.
     
     Enter the required (*) fields:
     Login ID : Enter the user's login id.
     Full Name : Enter the full name of the user.
     Contact Email : Enter the user's email id.
     Mobile : Enter the user's contact number
     
     
   • Click on the Organization Tab, then proceed to fill in the following fields:
     
     Organization Name : Enter the name of the Organization.
     Organization Position : Enter the user's position in the organization..
     Organization Email : Enter the organization's email id.
     
     
   • Click on the Address Tab, then proceed to fill in the following fields:
     
     Address : Enter the user address details.
     Region/State : Enter the state or region.
     Country : Enter the country.
     Zipcode/PIN Code : Enter the zip code.
     
     
   • Click on the Others Tab, then proceed to fill in the following fields:
     
     Tags : Enter the tags.
     Gender : Select the gender.
     Date Of Birth : Specify the DOB of the user.
     Blocked : Select block status.
     
     
   • Click on the Admin Tab, then proceed to fill in the following fields:
     
     GUID : Enter the GUID.
     Privilege ID : Select the Privilege ID.
     Access ID : Select the Access ID.
     Group/Team : Select the Group/Team.
     User Reference Code : Enter reference code.
     User Registered Site : Select the registered site.
     
     
   • Click on the Security Tab, then proceed to fill in the following fields:
     
     Account Expires On : Select the account expire date.
     User Security Policy : Select the User's Security Policy.
     Data Privacy Policy : Select the Data Privacy Policy.
     Geo Location (For Login Lock) : Enter the Geo location.
     Geo IP (For Login Lock) : Enter the Geo IP.
     
     
5. Once submitted, the user will be successfully added to the system with the specified role.
   
   

2. How do I set a password for user?

Follow these steps to set a password for the user:

1. In the report, click on the Key icon next to the new user.
   
   
2. After clicking the key icon, the Password Manager form opens, as depicted in the image.
3. To set a new password, you have the option to either create a custom password or generate a random one.
   
   
   • To set a custom password, enter a password and click on Update.
     
     
     
   • To set a random password, click on the 'Generate' button.
     
     
     
   • A random password will be generated. Then, click on the 'Update' button to set the generated password.
     
     

3. How do I manage Users in Analytics101?

You can manage all users of your organization from the User Manager in the Analytics101 Setup page.

• All the users from your organization will be listed here.
  
  
  
  
• To view the details of the users, click on the 'View' icon.
  
  
  
• To edit the user details, click on the 'Edit' icon and make necessary changes in the update user form. Once done, click the 'Update' button to save the changes.
  
  
  
• To change the password of an existing user, click on the 'Key' icon.
  
  (Please refer to 'How do I change my password?' for instructions on changing the password.)
  
  
• To delete the user, select the checkbox next to the user and then click on the delete icon.
  
  
  
• To Import a user, click on the Import icon. A pop-up window will appear to guide you through the user import process.
  
  
• To export the log of created users, click on the 'Export' button, and choose the desired format for the report.
  
  
  

4. How do I Create a Privilege ?

The privilege section assigns roles like admin, manager, and user, regulating their access and permissions. It's a hub for managing user roles, ensuring efficient responsibility delegation and secure resource access.

1. Go to privilege tab in user manager as shown in the image.
   
2. To create a new privilege, click on the '+' icon. This action will display a New Privilege pop-up for creating the new privilege.
   
   Enter the following details in the New Privilege pop-up.
   Access Name : Enter the Privilege Name.
   For Sites : Select the site.
   Blocked : Select Blocked / Not Blocked
   
   
3. Click on 'Submit' button to create the Privilege.
   
   
4. The created privileges will be listed in the 'Privileges' tab.
   
   
   
5. To update the Privilege, click on the 'Edit' icon and make necessary changes in the 'Update Privilege' form. Once done, click the 'Update' button to save the changes.
   
   
   
6. To view List of Users against the Privilege, simply click on the 'Group' icon.
   
   
   
7. To delete the created privilege, select the checkbox next to its name, then click on the delete icon.