Quick System Setup

To start working in the system quickly, perform the following actions:

• Add and configure authentication
• Add and configure the first user
• Create a workspace
• Configure user access to the workspace

Adding Built-in Authentication

By default, the system uses built-in authentication, which is created automatically when the administrator account is set up. For other users, authentication must be assigned separately. Instructions are provided in the Adding the first user to the system section.

If needed, you can view or modify built-in authentication settings in system settings:

1. Click the gear icon in the lower left corner and open the Authentication section.
2. Select the Built-in type.
3. If needed, enable the Complex password option.
4. Specify password expiration and the number of failed login attempts.
5. If complex password is enabled, also specify the minimum password length (from 8 to 15 characters).

For more information, see the Adding Authentication section.

Adding the First User to the System

Add a new user to the system:

1. Click the gear icon in the lower left corner and open the Users section.
2. On the opened page, click + Add and select User from the dropdown list.
3. In the window that appears, enter the new user’s full name. Since no departments have been created, the user will be saved in the currently open department.
4. Click Add. The user will be added, and you will automatically proceed to their profile settings.

If needed, create a department and assign the user to it. For more information about departments, see the Departments section.

Configure the added user’s profile:

1. Go to the Access tab to configure the user’s system access.
2. Assign the Built-in authentication type to the user.
3. Assign an Analyst or Business User license to enable dashboard access.
4. If needed, assign an access role.
5. Save the changes.
6. Send the user an invitation to log in to the system.
7. If needed, specify a Login in the field that appears—this will be used for system login.
8. Save the changes.

For more information about adding and configuring users, see the Users section.

Adding a Workspace

Create a new workspace:

1. Use the navigation panel to go to the Workspace section.
2. Click + Add.
3. In the window that opens, specify a workspace name and click Add.

The workspace opens automatically after creation.

For more information about workspaces, see the Workspaces section.

Configuring Workspace Access

Go to the workspace Access tab.

To add new access:

1. Click + Access.
2. Select the access type to assign to the user:
   • View — the user can view elements in workspaces
   • Edit — the user can view, create, edit, and delete elements in workspaces
   • Create dashboards — the user can create dashboards in workspaces they have access to
3. In the side panel that opens, select the user to whom you want to grant access and click Save.

For more information about access configuration, see the Workspace Access Settings section.