Create a New User

When you create new users, you can select various user options based on the requirements of your business.

To create a new user:

  1. In User Administration, click Users in the left navigation.
    You see a list of all the available users.

  2. Click Create New and select Create New User.

  3. In the Account dialog box, enter the new User ID and Full Name and select the appropriate user options. Note that the MicroStrategy User Settings section will be displayed only if the appropriate project is set up. Not every environment is configured with a MicroStrategy project.

  4. Click Next.

    Add New User- Account
  5. In the Contact Details dialog box, select the default notification type: E-Mail, Application, or File. Review the Address and Phone Number. These user options are configured dynamically via a code category.

  6. Click Next.

    Add New User - Contact Details
  7. In the Authentication dialog box, select the appropriate user options. If you have been granted appropriate permissions via the User Administration Center role, you can create LDAP-only users.

  8. Click Next.

    Add New User- Authentication
  9. In the Functional Access dialog box, click the Centers tab and review the available Eagle centers and center roles. Click each appropriate Eagle center to select the required center roles and associated permissions. Click the Roles tab to assign the appropriate user role.

  10. Click Next.

    Add New User- Functional Access
  11. In the Data Access dialog box, click the Business Group drop down and select the appropriate business group option. Click the Report Profile Group drop down to select a report profile. Click Add Role or Delete Role to add a new or delete an existing Report Profile Group.

    Add New User - Data Access
  12. Click Save & Close to save the new user or click Back to view previous dialog boxes.
    Under Users, you see the details for the new user you created. The user can now access the system.

  13. If needed, refresh, print, or export the information displayed in the workspace.