PlexBI Documentation

DaphnaBI Provides Three User Roles

1. SysAdmin
2. Developer (or “Power User”)
3. End User

SysAdmin

The SysAdmin Role creates and manages Data Sources, Developers (or “Power Users”), Top-Level Directories (or Departments), and associated permissions.

1. Add A Data Source

• On the top navigation menu, click on Datasource ->Add New Datasource

2. Add A Developer or End User

• On the top navigation menu, click on Users-> Add User
• Add Developer or End User.

3. Create A Top-Level Directory or Department

• On the top navigation menu, click on Department – >Add Department

4. Assign Permissions

• On the top navigation menu, click on Permission
• Assign datasource Department and Developer

Developer Role

Developers (or “Power Users”) can create sub folders, End Users, and assign corresponding permissions.

1. Add new folder

• On the sidebar navigation menu, click on -> Department -> Add New Folder.
• Give your Folder a name like (For example; ‘December Sales’

2. Click on Generate Reports

• A Dashboard screen will open.

3. Click on Add Report Element

• Give your report a name
• Select the report type
• Select your Data Source(s)
• Select table
• Add relations (as needed)
• Drag columns into desired area
• The Preview Query button will show the SQL Query
• The Preview button will show output of your result
• You can change report types as well as drag columns and preview as many reports and charts as needed

4. Click on Save

• Your report element is saved and you are redirected to Dashboard page.

5. Share report or chart with other users

• On the Sidebar navigation menu, click: User -> Add User

6. Add Permission

• On the top navigation menu, click on – Permission  -> Add Permission
  Give Permission to End User.

End Users

End User can view any report types and dashboard they are given permissions to . They can also download reports in PDF, JPEG, PNG format as well as email reports.