How do I setup users in IntelliFront BI?

The User Manager area allows you to create, edit, and delete users. After you create the user, you can associate the user to a group using the Groups Manager interface.

User Manager - Users & Groups

The User Manager area allows you to create, edit, and delete users. After you create the user, you can associate the user to a group using the Group Manager interface. Users who have User/Group Management permissions will have access to the User Manager.

How do I create a new user?

  • Go to Users & Group and select User Manager.
KPI's and Dashboards: User Manager in IntelliFront BI.
  • Or select Users from the card on the home screen.
KPI's and Dashboards: User Manager in IntelliFront BI.
  • From the User page click Add New User.
KPI's and Dashboards: User Manager in IntelliFront BI.
  • On the User profile page complete the new user information.

User Profile

Personal Info

KPI's and Dashboards: User Manager in IntelliFront BI.
  • Fill in the new user information:
    • Email
    • First Name
    • Last Name
    • Password
    • Re Type the Password
    • Group Membership: Assign a Group Membership if required. Please note Groups must have already been set up in order to be selected. To learn more about Groups, click here.

Change Avatar

KPI's and Dashboards: User Manager in IntelliFront BI.
  • To change the Avatar, click on the Change Avatar Tab and upload a new avatar image for this user.

Two Factor Authentication

KPI's and Dashboards: User Manager in IntelliFront BI.
  • Check the option to enable Two Factor Authentication and send the invitation to the key user to complete the process.

Editing a User

KPI's and Dashboards: User Manager in IntelliFront BI.
  • You can edit a user by clicking on their username. It will go back to the user profile.