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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
    • Why Inforiver
    • Get Started
      • Installing Inforiver for yourself
      • Installing from AppSource
      • Installing Inforiver for your organization (Org visual)
      • Inforiver Writeback Matrix pre-requisites
        • Whitelist Inforiver IPs
        • Admin consent for Inforiver's Entra ID
          • Basic consent
          • Full admin consent
      • Inforiver Customer Portal
        • Billing Admin
          • Update Profile
          • Update Subscriptions
        • License Admin
      • Licensing
        • License renewal
      • Registering Inforiver on Azure AD (Entra ID)
  • Working with Inforiver
    • 1. Build your first Inforiver report
    • 2. Displaying information
      • Report interface
      • Layout options
      • Templates
      • Basic formatting
        • Number formatting
        • Cell, header & value formatting
        • Totals & subtotals
        • Insert blank rows
      • Basic inline charts
    • 3. Basic interactions
      • Explore & filter data
        • Search & Filter
        • Explorer
        • Top N + others
      • Sort & reorder data
      • Show/hide values
      • Manage column widths
      • Manage hierarchies
      • Create visual hierarchies
      • Pin rows & columns
      • Blend measures
      • Dynamic measure headers
      • Context menus
        • Column gripper
        • Row gripper
      • Actions
        • Rails
        • Toolbar options
        • Keyboard shortcuts
        • Reset
    • 4. Adding business logic and formulae
      • Insert calculated rows
        • Template rows
      • Insert calculated columns
      • Insert manual input rows
      • Insert manual input columns
        • Number
        • Dropdown
          • Dropdown options from semantic models
          • Lookup visuals for dropdowns
        • Text, checkbox & date
        • Writeback Matrix features
      • Invert sign
      • Editing cells
      • Quick formula
      • Visual column inside visual measures
      • Manage inserted rows
      • Manage inserted measures & columns
      • Pivot data
      • Insert image URLs
    • 6. Working with charts
      • Sparkline charts
      • Stacked charts
      • Bullet charts and clustered bar charts
      • Waterfall charts
      • Bar and pin charts
      • Change/deviation charts
    • 5. Conditional formatting
      • One-click options
      • Create rule
        • Rules (If conditions)
        • Color scale & data bars
        • Classification
        • Ranking
      • Manage rules
    • 7. Planning, budgeting & forecasting
      • What-if analysis & simulations
      • Goal Seek
      • Scenarios (Writeback Matrix only)
      • Budgeting & allocations
      • Forecasting
        • Date rollover and extending forecasts
        • Editing forecasts and reforecasting
        • Autoclose forecasts
        • Distribute deficit
        • Row level forecast
        • User Access Control
        • Common Scenarios
          • Forecast using a Blank Template
          • Forecast using Existing Data
          • Adding Forecasts for Periods unavailable in the model
          • Creating daily and weekly forecasts
      • Set version
    • 8. Paginated reporting
      • Pagination
      • Header & footer
        • Text
        • Images
        • Charts
        • KPI cards
      • Report layouts (Report+)
      • Display and themes
    • 9. Commenting and collaboration
      • Notes
      • Comments
        • Data-level comments
        • Assign & track tasks
        • Track changes
        • Report-level comments
        • Comment settings
    • 10. Exporting reports
      • Export to PDF & Excel
        • Excel export - operational boundaries
      • Ad-hoc emails
      • Snapshot (Writeback Matrix only)
        • Comparing snapshots
    • 11. Scheduling reports
      • Create new subscription
        • Select a report
        • Set subscription frequency
        • Select destination(s)
          • Email
          • OneDrive
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          • SharePoint
        • Review & save subscription
      • Manage your subscriptions
      • Administration
    • 12. Data writeback
      • Settings
        • General Settings
        • Data Settings
        • Destination Settings
        • Writeback security settings
        • Writeback time-out & batch size settings
        • Advanced Settings
      • Destinations
        • Azure SQL (Managed DB)
        • Azure SQL
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        • Synapse Dedicated SQL Pool
        • Azure Data Lake Storage
        • Databricks
        • Snowflake
          • Setting up Snowflake OAuth
        • Amazon Redshift
        • BigQuery
        • SingleStore
        • SAP HANA
        • Oracle
        • PostgreSQL
        • MySQL
        • OneDrive
        • SharePoint
        • Dataverse
        • Fabric Warehouse
        • Fabric lakehouse
        • Fabric SQL
        • URL as destination
      • Logs
      • Reading mode
    • 13. Context awareness
    • 14. Manage aggregation
      • Row aggregation
      • Column aggregation
    • 15. Managing Inforiver Writeback Matrix visuals
      • Inforiver deployments in Power BI pipeline setup
      • Duplicating Writeback Matrix Visuals - Best Practices
      • Recommended practices while working with Power BI desktop
    • 16. Approval workflows
    • 17. Collaborative adjustment workflows
    • 18. Variables
      • Variable types
        • Number
        • Select
        • Text
        • Date
        • Date range
        • Boolean
        • Button
      • Variable bookmarks
    • 19. Leveraging Power BI bookmarks
  • Admin Console
    • Manage Profile
    • User management
      • User Roles and Permissions
      • Create custom roles and policies
    • Settings
      • General
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      • Forecast
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      • Writeback
      • Managed DB
      • Assets
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  • Display settings
    • General settings
    • Hierarchy settings
    • Number settings
    • Miscellaneous settings
    • On-load scripting
  • Formula syntax
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
      • FILTERIF
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
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      • AVERAGEEXNEG
      • AVERAGEEXZERO
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      • AVERAGEIF
      • CEILING
      • COUNT
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      • PCT
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      • RAND
      • RANDBETWEEN
      • ROUND
      • SORT
      • SQRT
      • SUM
      • PMT
    • Text formatting functions
      • CONCATENATE
      • HYPERLINK
      • LEFT
      • LOWER
      • MID
      • PROPER
      • REPLACE
      • REPT
      • RIGHT
      • TEXT
      • TRIM
      • UPPER
      • VALUE
    • Date functions
      • DATEADD
      • DATEDIFF
      • DAY
      • DATE
      • DATE.SET
      • DATE.FORMAT
      • SOWEEK
      • SOMONTH
      • SOQTR
      • SOYEAR
      • EOWEEK
      • EOMONTH
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      • EOYEAR
      • NETWORKDAYS
      • ADDDAYS
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      • ADDMONTHS
      • ADDQTRS
      • ADDYEARS
      • FROMEXCELDATE
      • MONTH
      • NOW
      • PERIOD_RANGE
      • TODAY
      • TOEXCELDATE
      • YEAR
    • Time intelligence functions
      • AGGREGATE
      • FILTER
      • COLUMN_PERIOD
      • LASTNDAY
      • LASTNMONTH
      • LASTNQTR
      • LASTNYEAR
      • MONTHPERIOD
      • MOVINGAVERAGE
      • MOVINGSUM
      • MTD
      • NEXTNDAY
      • NEXTNMONTH
      • NEXTNQTR
      • NEXTNYEAR
      • QTD
      • QTRPERIOD
      • SHIFT
      • TOTALYTD
      • TOTALQTD
      • TOTALMTD
      • VALUEAT
      • YEARPERIOD
      • YTD
    • Other operators
    • Identifiers
      • CLOSEDPERIOD
      • COLUMN.DATE
      • COLUMN.PARENT
      • COLUMNS
      • CURRENT_PERIOD
      • DESCENDANTS
      • FORECAST.CLOSED_END
      • FORECAST.CLOSED_START
      • FORECAST.OPEN_END
      • FORECAST.OPEN_START
      • GROUP INDEX
      • HAS
      • HAS_ALL
      • HAS_SOME
      • LEAVES
      • LEVEL
      • LOGGEDIN_EMAIL
      • LOGGEDIN_NAME
      • MATCH
      • MAXDATE
      • MEMBERS
      • MINDATE
      • RELATIVE
      • RELATIVE_COLUMN
      • ROW.PARENT
      • ROW.LABEL
    • Scripting functions
      • DISPLAYTOAST
      • EXPORT
      • LAYOUT
      • SETCFRULE
      • SETFILTER
      • SETFILTERBYINDEX
      • SETVISIBILITY
      • SHOWBETWEENPERIOD
      • SHOWCLOSEDFORECAST
      • TOPN
      • DISPLAY SETTINGS
        • SETBLANKLABEL
        • SETSUPPRESSZEROS
        • SETRAGGEDHIERARCHY
        • SEPARATOR
        • SETCOMBINECOLUMNHEADER
        • SEMANTICFORMAT
        • SHOWNULLAS
        • SHOWZEROAS
        • SINGLECHILD
    • Miscellaneous functions
      • FETCH
      • LOOKUP
    • Measure/Column selection functions
      • GETCOLBETWEENPERIODS
      • GETMEASURE
  • Advanced topics
    • Audit log
    • Backup & restore report config
    • Enterprise themes
    • PowerPoint integration
    • Drill down and roll up in performance mode
  • Infobridge
    • 1. Create bridge
    • 2. Add source to bridge
    • 3. Bridge Interface
    • 4. Manage queries
      • Query transformations
        • Append
        • Join
        • Duplicate
    • 4. Manage sources
    • 5. Insert rows from bridge
    • 6. Insert measure from bridge
    • 7. Manage Integration of visuals
    • 8. Manage Bridges
    • 9. Data transformations
      • Pivot table
      • Group by
      • Add Column
      • Pivot column
      • Rename column
      • Find and Replace
      • Remove measure
      • Filter rows
      • Sort
      • Text functions
      • Unnest
      • Round
      • Extract Comments
      • Import and export
    • 10. Integrating forecasts
    • 11. Collaborative adjustments
  • Accessibility shortcut keys
  • Inforiver Reporting Matrix FAQs
  • Inforiver Writeback Matrix FAQs
  • Video tutorials
  • Resources
  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.4.3
    • Inforiver Writeback Matrix April 2025 - v4.4.2
    • Inforiver Writeback Matrix April 2025 - v4.4.
    • Inforiver Writeback Matrix March 2025 - v4.3 - Time series formulae
    • Inforiver Writeback Matrix - March 2025 - v4.2
    • Inforiver Writeback Matrix March 2025 - v4.1
    • Inforiver Reporting Matrix March 2025 - V3.3.3 -New formatting and export options
    • Inforiver Writeback Matrix Feb 2025 - v4.0 - User permissions, High-performance mode, Input rules
    • Inforiver Writeback Matrix January 2025 - v3.9 - Fabric support, upgraded variables interface
    • Inforiver Writeback Matrix December 2024- v3.8 - Improved Scheduler Performance & Other Enhancements
    • Inforiver Writeback Matrix December 2024 - v3.7 - Merge rows, new rounding functions & More
    • Inforiver Writeback Matrix November 2024 - v3.6.2 - Import from Google Sheets & More
    • Inforiver Writeback Matrix October 2024 - v3.6 - Approval Workflows & Other Enhancements
    • Inforiver Writeback Matrix October 2024 - v3.5 - Lookup visuals & more
    • Inforiver Reporting Matrix Nov 2024 - v3.3 - Variables
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On this page
  • 1. Overview
  • 2. Add member
  • 3. Bulk upload from CSV
  • 4. Bulk upload from AD Group
  • 5. Delete user or group

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  1. Admin Console

User management

PreviousManage ProfileNextUser Roles and Permissions

Last updated 2 months ago

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The user management feature allows you to manage all users and members of your team/organization from a single, easy-to-use dashboard. You can add or remove users, assign user roles, and grant them associated permissions.

In addition to default roles, admins can create custom roles and policies to grant users specific permissions for selected features in Inforiver reports.

1. Overview

This page displays a list of all the users in the team. The right side of the page displays a summary of the selected user. By default, your name would be displayed as the first member in the list.

The user management feature is available only for the workspace admins within the admin portal.

The summary displays the following details:

  • Email - The email ID of the user.

  • Subscriptions - Number of subscriptions created by the user.

  • Added by - The name of the member who added this user.

  • Added at - The date and the time when the user was added.

  • Last login - The date and the time when the user last logged in to the console.

  • Role - This drop-down displays the user's current role, which is dynamically updated based on the option selected.

You can add only the maximum limit of users configured for the tenant.

This window has the following options to search and filter the user list:

  • Search bar - In the search bar, you can type any input and the user list will get dynamically filtered based on the entered input. Click 'x' to remove all the entered input.

  • Filter dropdown menus - You can filter the users based on their roles and the product workspaces they can access. By default, 'All members' for 'All Products' are displayed. You can choose to display specific users based on their role, such as users with the 'Admin' role or users with the 'Members' role. You can also filter based on their product access, such as users with access to Inforiver or EDITable.

  • Sort drop-down menu - This menu allows you to sort users by their names, last login time, or added time. To sort the list, simply choose the desired option from the dropdown menu. Depending on your selection, the user list will be sorted from the latest to the oldest (by last login time/added time) or in descending order (by name). You can reverse the sorting order by clicking the sort arrow next to this menu.

  • Sort arrow - If the sort arrow is pointing up, the list is sorted in ascending order for the chosen filter in the drop-down. If the sort arrow is pointing down, the list is sorted in descending order. You can toggle the order by clicking on the arrow.

  • Sort arrows - You can also use the sorting arrows beside the corresponding header to sort the user list as required.

2. Add member

Click 'Add Member' to add a single member to the application.

A pop-up opens as shown. Enter the user's email ID in the textbox provided. You can also use the dropdown menu to select the member.

After entering the email ID, assign their role and click Add.

You will get a warning message if the given email ID already exists.

The user gets added and the below message will be shown.

You can choose the 'role' for the added user as either 'member' or 'admin'.

Users assigned with an Inforiver Writeback Matrix license from AppSource will get automatically added when they sign-in for the first time.

3. Bulk upload from CSV

You can choose the 'Bulk upload from CSV' option to add multiple users at a time by uploading the user details in a CSV file.

From the 'Bulk upload' drop-down, select the 'From CSV' option.

In the modal that opens up, click on the 'Upload' button and select the CSV file that you need to upload.

Click the 'Download sample' link to download a sample CSV file and update the user details in the same format given in the downloaded file.

You can also configure the roles of the users as either members or as admins in the CSV file before uploading.

Click 'Upload', and upload the CSV file from the file manager in your system.

After the CSV file is uploaded, click 'Add' in the 'Bulk Upload' modal that displays all the uploaded CSV data.

On successful addition of the users, the users with their corresponding roles get added.

4. Bulk upload from AD Group

With Inforiver, you can bulk upload from the 'AD Group' to add a group of users at a time without having to manually add or upload a file.

Click the down caret icon in the 'Bulk upload' button on the 'User management' page. From the drop-down select the 'From AD group' option.

Clicking on this option will open the 'From AD group' page. By default, no groups are added and the page is displayed as shown below.

To add a group, click on the 'Add group' button at the top right corner of the page. This will open up the 'Add group' pop-up.

Enter the group name or select the group name from the drop-down.

In the below image, 'Inforiver-Documentation' has been added. Once someone from the group logs in, an account will be created for the user on the user management page with member access to the workspace.

The 'Derived from' field shows the AD group name that the member belongs to.

You can see the following details of the members of the AD group such as the date and time when they are added and their last login details as shown.

You can delete the added group by clicking on the 'Delete group' button in the top right corner as highlighted in the below image.

Clicking on this button will open up a 'Delete group' confirmation modal. Click 'Delete' to confirm the deletion.

5. Delete user or group

The delete option is available only for the users who are manually added through the 'Add member' option or 'bulk uploaded' via CSV file.

Select the user from the list and click 'Delete User'.

A pop-up opens as shown.

Click 'Remove', to remove the user from the user management page.

All the schedules and jobs created by the user will be deleted and cannot be retrieved.

The delete option is not available for the users added through the AD group as shown.

However, you can contact the respective support team and make a request to delete the particular user from the AD Group list.

If any changes/updates are made in the Active Directory AD group, click the 'Sync' button to synchronize or update those changes to the AD group data in the user management dashboard.

You can delete the entire group by clicking the 'Delete group' button.

A delete group confirmation modal opens up, click 'Delete' to confirm the deletion.

When an AD group is deleted, then the member accounts associated with that group also get removed from the workspace.

The user can belong to more than one AD group and if the user is removed from a group or the entire group is deleted, the user account will not get removed as the user still holds the member permission in the other groups.

Delete user - Clicking on this button will .

In this section, we covered user management. Navigate to the next section to learn more about .

settings
delete the user
User management dashboard
Search user
Filter by role/product access
Sort users
Sorting arrows
Add member
select the member
Add member
User added successfully
Update user role
Bulk upload from CSV option
Upload CSV button
Downloaded sample CSV file
Bulk upload add option
Bulk upload from AD group
Default screen
Add group modal
Add group button
AD member details
Delete user option
Delete user confirmation modal
No delete option
Sync AD group data
Delete group option
Delete group confirmation modal