User accounts

If the Auto Create Users option was enabled during installation, an account is automatically created the first time an authenticated user logs into Xtraction. However, you may want to manually set up user accounts ahead of time so that user roles are already assigned. The user settings you can edit include access rights, group participation, variables, and passwords.

Before setting up user accounts, you need to create the data policies, user groups, and variables that will be associated with the accounts:

User groups: Control access to saved content within folders. For details, see User groups and folder security.

Data policies: Impose restrictions on user access to data. For details, see Data policies.

Variables: Filter dashboards and documents at the user-account level. For details, see Variables.

Allowing users view-only access
If your organization has purchased an Enterprise Server license, an unlimited number of users (known as viewers) are permitted view-only access to Xtraction dashboards. Viewers can view and interact with existing dashboards without using an Xtraction analyst license. Users are considered viewers only if they are not assigned a user role. Once a user has an assigned role, each Xtraction session that they open in a browser will use an available license.

If you've set up Local authentication for a user but also want to enable Windows authentication for them, you can do so from Xtraction.

Viewing, logging off, and searching for users

As administrator, you can manage the Xtraction user list with the following procedures.

Displaying the folders of inactive users

You can enable an option to display the folders of inactive users in the folder lists on the Home page and on the Dashboard Designer and Document Designer menus for Save and Tools > Folders. These folders display with the icon.

Note that this option is always disabled on first login, is available for administrators only, and is applicable for just the current Xtraction session (it doesn't persist between sessions).