Overview

In OptimiBI, administrators can create new users and assign a User Type during the creation process. The selected user type determines the user's permissions within the system.

---

1. Accessing User Management

1. Log in to the OptimiBI Admin Panel.
2. In the left-side menu, click “User Management”.
3. Select “Create User” to add a new user or edit an existing one.

---

2. Configuring User Information

In the user editing interface, fill in the necessary details:

• Login Name: The unique identifier for the user.
• Password: Can be manually set or left blank for the user to set it.
• Name: The user’s full name.
• Email: The email address used for system notifications.
• Company, Department, Title: Optional fields that can be filled in as per organizational needs.

---

3. Selecting a User Type

Choose the appropriate User Type from the dropdown menu:

User Type	Permissions
Reader (View-Only)	Can only view reports, dashboards, and data but cannot create or edit content.
Creator (Content Creator)	Has Reader permissions plus the ability to create and edit content.
Administrator (Admin)	Has full access, including user, permission, and system management.

Note: User types can be modified later by an administrator in the User Management interface.

---

4. Assigning Business Roles (Optional)

• Business Roles allow further refinement of user permissions, such as restricting access to specific data or functionalities.
• Business roles can be combined with User Types for more granular permission control.

---

5. Submitting and Saving User Information

1. Ensure all user details are correctly filled out.
2. Click "Submit" to finalize user creation.

---

6. User Type Selection Guide

User Type	Suitable For	Primary Use
Reader	Business users, executives	Viewing reports and data only.
Creator	Data analysts, report designers	Creating and modifying data content.
Administrator	IT admins, system operators	Managing users, data sources, and system configurations.

---

7. Summary

• User Type defines basic permissions and should be assigned according to business needs.
• Administrators can modify User Types at any time in the User Management panel.
• Combining Business Roles with User Types allows for more fine-grained permission control.