Phased rollout

 

This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Managing Smart Reporting user accounts

Through the Admin Console, administrators edit and delete users within the application. The users are added to BMC Helix ITSM: Smart Reporting(Smart Reporting) through the user sync utility. For more information, see Automatically synchronizing AR System users to Smart Reporting

To enable the Add button for adding users manually, see How to enable the add user button.

Note

If a user is present in Smart Reporting but not in AR System, then it may cause certain discrepancies. We recommend adding users in Smart Reporting by using the user sync utility.

Related topic

Onboarding

Automatically synchronizing AR System users to Smart Reporting

From the Yellowfin documentation:

User Welcome Open link

To view the Users list

  1. Log in to Smart Reporting as an administrator. 

  2. Open the left side panel, and select Administration > Admin Console.

  3. Expand the Users panel.
    You can browse all users in Smart Reporting.

To search for users

  1. Open the Users panel on the Admin Console page.
  2. Type the user's first or last name in the search box.
    A list of users matching your query is returned.

If a user does not appear in search results, ensure the following:

To edit a user

  1. Open the Users panel on the Admin Console page.
  2. Open the drop-down list next to the user's name, and select Edit.
  3. On the Update User page, make the necessary changes.
  4. Click Update User.

Note

If you change the password of a user in Smart Reporting, it does not get changed in AR System. Additionally, the user sync utility does not overwrite the password from AR System to Smart Reporting.

To change a user's role

  1. Open the Users panel on the Admin Console page.
  2. Open the drop-down list next to the user's name, and select Change Role > roleName.

To delete a user

  1. Open the Users panel on the Admin Console page.
  2. Open the drop-down list next to the user's name, and select Delete.
  3. Select one of the following options:
    • Delete all private content
    • Migrate content to selected user

    If you select Migrate content to selected user, make sure the correct user name is in the field.
  4. Click Delete.

Where to go from here

Managing Smart Reporting user roles and groups

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