The administrator can import, delete, activate or deactivate users, from the User Management section of the Settings page. You can import Active Directory users and enable single sign-on functionality for them using the Active Directory tabs. To learn more about Active Directory, click here. The SAML configuration tab can be used to configure single sign-on with third party applications. To learn more about setting up a SAML configuration, click here.
The following sections are covered in this documentation:
- Roles in Zoho Analytics
- Adding users
- Enabling Single Sign-on for existing users
- Activating, deactivating and deleting existing users
There are three roles in Zoho Analytics.
The Zoho Analytics user who sets up the application will automatically become the Server Administrator. This role is not transferable. Server administrators can manage the application by configuring email settings, proxy settings, etc. To learn more about the various application settings, click here.
Users with the Manager role can create their own workspaces, be added as administrators to other workspaces and have read/write access to views shared to them.
Viewers can be provided read permissions to shared tables, reports and dashboards. However, viewers cannot:
Create new views or workspaces
Edit or share the shared views
You can add users in Zoho Analytics in three ways:
You can easily add users in Zoho Analytics by following the steps below:
Click the Add User button in the Users tab.
Enter the display name, login name and the email addresses of the users to be added. Choose the required user role from the User Role drop down. Select the Enable Single sign-on button if you wish to let users automatically sign in without having to enter their username and password. Click Save to add the user. The Enable Single sign-on option will only be available if the SSO settings are configured in the SAML Configuration page. To learn more about single sign-on and to set up SAML configurations, click here.
User details can be edited from the user list view, using the Edit icon.
You can also add a group of users to Zoho Analytics by importing CSV files containing several user's details. Follow the steps below to import users from CSV files.
Click the CSV Import button in the top right corner of the Users tab.
Upload your CSV file and click the Import Users button that appears.
Map the display name, login name and email address to the corresponding columns in your CSV file.
Select the required user role from the User Role drop down.
Select the Enable Single Sign-on option if you want to enable single sign-on for the imported users, and choose the required configuration. To learn more about single sign-on, click here.
The details of the import process will be displayed in the import summary page.
Note: The import process will fail if the number of users you import exceed the available license limit. To proceed with the import process, you can reduce the number of users being imported, or upgrade your license.
Zoho Analytics also enables you to import your Active Directory users easily. Once an Active Directory domain is added to Zoho Analytics, navigate to the Active Directory Import tab of the User Management page. To add a new Active Directory domain, and learn more about Active Directory, click here.
You can add users from Active Directory in two ways:
Click the Active Directory Import button in the Users tab of the User Management page.
Select the required Active Directory domain, enter your credentials and click Next.
Search for and choose users individually, or select the required Organizational Units (OUs). Click Import to proceed.
In the Active Directory Import tab, navigate to the listed Active Directory domains, and click the Import User(s)/OU(s) icon that appears on mouse over.
In the Import Users screen that appears, you can choose to import users individually, or add import entire Organizational Units (OUs). Click the Import button to proceed with the import process.
Note: Active Directory users need to select their appropriate Active Directory domain while logging in to Zoho Analytics.
Zoho Analytics supports single sign-on functionality to allow users to access Zoho Analytics seamlessly, without having to provide login credentials.
There are two options to enable single sign-on for users:
Single sign-on via SAML authentication: This option works best when you wish to use one of your in-house applications as an authentication provider. If users are already logged in to the application that is acting as the authentication provider, they will be logged in to Zoho Analytics automatically.
Single sign-on via Active Directory: This option is exclusive to users imported into Zoho Analytics via Active Directory.
Once a single sign-on configuration is set up, single sign-on can be enabled for existing users easily.
Navigate to the SAML Configuration tab of the User Management page.
Click the Edit SAML Configuration icon that appears on mouse over the required SAML configuration.
To enable single sign-on, select the users from the Available Users list and move them to the Single Sign-on Users list.
To disable single sign-on, select the required users from the Single Sign-on Users list and move them to the Available Users list.
Click Save Configuration to save the changes.
Click here to learn more.
If single sign-on is configured for a particular Active Directory domain, the single sign-on functionality is automatically enabled for all Active Directory users associated to that domain.
To disable single sign-on for Active Directory users, navigate to the Active Directory SSO tab of the Users and click the Disable SSO Configuration button that appears on mouse over the configuration.
In the Users tab of the User Management page, hover your mouse over the user's details and click the Delete, Activate or Deactivate User icons to perform the respective actions. To delete multiple users, search for and select the users, and click the Delete button.
Mail server configuration is mandatory to add new users or share views in Zoho Analytics.
Sharing a view to a new user will automatically create a user account. User login credentials will be sent via email.