Reveal User/Role Management

Overview

Reveal manages its own application database. In addition to storing data about dashboards and slices, it also manages users, roles, and permissions for accessing those entities specific to Reveal.

Note

By default, user accounts created in the database will automatically be created in Reveal. Roles and permissions within Reveal need to be added afterwards.

Authentication

User accounts will be kept in sync between Reveal and the database, so any user that can log into the database can log into Reveal with the same credentials.

Users

User accounts allow individual access to users in Reveal. Each user is assigned one or more roles, which determines the areas and features of the application they can access.

Creating a New User

Since users are automatically created in Reveal when they are created in the database, users should generally not need to be created within Reveal using the following scheme.

To create a new user, while logged into Reveal, click Security > List Users from the top menu bar.

../images/reveal_security-picklistusers.png


Once on the List Users page, click on the + button to access the Add User page.

../images/reveal_security_listusers-pickadd.png


At minimum, fill in the required fields with user information and click the Save button. Make sure the Is Active field is checked if the user is to be activated immediately.

../images/reveal_security_adduser.png

Successful user creation should be confirmed, and the new user will be displayed in the list.

Editing a User

To edit an existing user, while logged into Reveal, click Security > List Users from the top menu bar. Click the Edit icon on the left side of the user record to edit. Update the information and click the Save button.

../images/reveal_security_listusers-pickedit.png

Deleting a User

To delete an existing user, while logged into Reveal, click Security > List Users from the top menu bar. Click the Delete icon on the left side of the user record to delete. Confirm the deletion to continue.

../images/reveal_security_listusers-pickdelete.png

Roles

Roles make it simple to control access and are used to group users with similar functional requirements. For example, Reveal ships with 3 default roles: Admin, Designer, and Dashboard. Admins have full access to the system. Designers are able to create slices and dashboards. Dashboard users have read-only access to view dashboards.

Creating a New Role

To create a new role, while logged into Reveal, click Security > List Roles from the top menu bar.

../images/reveal_security-picklistroles.png


Once on the List Roles page, click on the + button to access the Add Role page.

../images/reveal_security_listroles-pickadd.png


Complete the form by providing a name for the new role and also add all the desired permissions that should be associated with the role. Then, click the Save button.

../images/reveal_security_addrole.png

Successful role creation should be confirmed, and the new role will be displayed in the list.

Editing a Role

To edit an existing role, while logged into Reveal, click Security > List Roles from the top menu bar. Click the Edit icon on the left side of the role record to edit. Update the information and click the Save button.

../images/reveal_security_listroles-pickedit.png

Deleting a Role

To delete an existing role, while logged into Reveal, click Security > List Roles from the top menu bar. Click the Delete icon on the left side of the role record to delete. Confirm the deletion to continue.

../images/reveal_security_listroles-pickdelete.png

Permissions

Permissions in Reveal allow for very fine-grained control over user/role access to certain screens and features. There are many permissions, and it is easy to get overwhelmed. It's best to review the default roles that ship with Reveal to review what permissions are associated with each role and get an idea of what each permission does. There is no need or way to add/edit/delete permissions themselves, as they are tied to specific application code.

Changing the Administrator Password

To change the administrator account password:

  1. Log into Reveal

    1. Enter Username (default is admin)
    2. Enter Password (default is admin)
    3. Click Login

  2. Click the down arrow next to the user icon on the right of the top menu bar, and then click Profile.

    ../images/reveal_dashboards-pickprofile.png

  3. Next, click the Reset my password button

    ../images/reveal_profile.png

  4. Enter and confirm your new password, then click the Save button.

    ../images/reveal_profile_resetpass.png