Note: The content on this page is not complete and the features described here are still under development.

Managing Users

The Pentaho Pre-Configured Installation (PCI) includes sample data and a group of fictitious users. If you are new to Pentaho, you can use the Administration Console to manage real users in the BI Platform without having to configure an LDAP-compliant directory such as MSAD (Microsoft Active Directory) while you are performing a proof of concept.

Note: You must have administrative privileges (Admin) to manage users.

Adding Users

Follow the instructions below to add users to the BI Platform:

1. In the Administration Console go to Administration > Users & Roles.

1. Click the Users icon if you are not in Users mode.

1. Click the plus sign (+) next to Users. 

1. In the Details pane, enter the User Name, Password, Password Confirmation, and Description.

1. Click OK. The new user's name appears in the list of users.

Editing User Information

Follow the instructions below to edit user information:

1. In the Administration Console go to Administration > Users & Roles.

1. Select the user whose information you want to edit.

1. In the Details pane, edit the user details as needed.

1. Click Update.

Deleting Users

Follow the instructions below to delete users and roles from the BI Platform:

1. In the Administration Console go to

1. Select the user or users you want to delete from the Users list.

1. Click the minus sign (-) next to Users to delete the users you selected. A confirm message appears.

1. Click OK to refresh the user list.

Finding Users

The User List Filter allows you to find specific users in the list of current users. To find a user, enter the first few letters of the user's name in the text box. A list of names matching your entry appears.

Managing Roles

Note: You must have administrative privileges (Admin) to manage roles.

Adding Roles

Follow the instructions below to add users to the BI Platform:

1. In the Administration Console go to Administration > Users & Roles.

1. Click the Roles icon if you are not in Roles mode.

1. Click the plus sign (+) next to Users. 

1. In the new window, under Add User, enter the User Name, Password, Password Confirmation, and Description.

1. Click OK. The new user's name appears in the list of users.

1. To add the role, select the user from the list of users.

1. Click the plus sign (+) next to Assigned Roles.

1. Select a role from the list and click OK.

Editing User Information

Follow the instructions below to edit user information:

1. In the Administration Console go to Administration > Users & Roles.

1. Select the user whose information you want to edit.

1. In the right pane, edit the user details as needed.

1. Click Update.

Deleting Roles

Follow the instructions below to delete users and roles from the BI Platform:

1. In the Administration Console go to Users & Roles

1. Select role or roles you want to delete from the Roles list.

1. Click the minus sign (-) next to Roles to delete the users you selected. A confirm message appears.

1. Click OK to refresh the roles list.

Finding Roles

The User List Filter allows you to find specific users in the list of current users. To find a user, enter the first few letters of the user's name in the text box. A list of names matching your entry appears.