Inforiver
EDITable
EDITable
  • Introduction to EDITable
    • Why EDITable?
    • Supported Database Connections
  • Get Started
    • EDITable Pre-requisites
      • Admin consent for EDITable's Entra ID
        • Basic consent
        • Full admin consent
    • Install EDITable
    • Add EDITable visual
  • Getting Data into EDITable
    • Connect to Data
      • Get data
      • Assign fields
      • Configuration Steps
        • Configure source
        • Configure Columns
        • Configure Type 2 SCDs (Optional)
    • Create a Table
      • Create From Scratch
      • Use Existing Table
      • Import Data
  • Working with EDITable
    • EDITable interface
    • Manage Columns
      • General
      • Constraints
      • Lookup and Relation
      • Display
      • Import/Export Configuration
      • Add Database Column
      • Insert Column
    • Column Access Control
    • Row Identification
    • Table Operations (Insert/Update/Delete)
      • Edit data
      • Bulk Edit
      • Find and Replace
      • Insert rows
      • Insert Column
      • Import rows
      • Delete rows
      • Duplicate rows
      • Copy rows
      • Preview Changes
      • Reset Changes
    • Explore data
      • Search and filter
      • Sort and reorder
      • Show/Hide columns
      • Pin columns
      • Group Rows By
      • Summarize Column
    • Basic formatting
    • Conditional Formatting
  • Row Access Control
  • Approval Workflow
    • Review Changes - Workflow process
  • Type 2 SCDs
    • Configuring Type 2 SCDs in EDITable
  • Audit logs
  • Webhook
  • Display Settings
  • Commenting and Collaboration
    • Assign users & task status
    • View all comments & track changes
    • Comment Settings
  • Admin Portal & EDITable Console
    • Tables
    • Transaction Logs
    • Insights (Metrics)
    • Utility
      • Download Report
      • Pipeline
        • Power BI & EDITable deployment pipelines
        • Deployment in different destinations
        • Trigger deployment pipeline from external applications
        • Logs & other pipeline options
    • Manage Profile
    • Admin Portal
      • User Management
      • Settings
        • General Settings
        • Writeback Settings
          • Settings
          • EDITable managed DB
        • API token
    • Onboarding Actions
  • Formula and Functions
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEIF
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • LOG
      • MAX
      • MIN
      • PCT
      • POWER
    • Text formatting functions
    • Date functions
      • DATE
      • DATE.FORMAT
    • Other operators
  • Keyboard Shortcuts
  • Release Notes
    • EDITable - v1.7.5
    • EDITable - v1.7
    • EDITable - v1.6.5
    • EDITable - v1.6
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On this page
  • 1. Manage Users
  • 2. Consents
  • 2.1. Power BI
  • 2.2. Organisation Groups
  • 3. Writeback/Sync
  1. Admin Portal & EDITable Console

Onboarding Actions

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Last updated 7 months ago

Onboarding actions facilitate admins to review user management-related settings and other basic settings in a one-page checklist. From this window, admins can configure and manage necessary settings such as adding or removing users, providing consent to applications, and enabling writeback/sync in a single click.

Select Onboarding Actions on the EDITable console.

A pop-up opens showing the action, status, and description details of these configurations.

1. Manage Users

2. Consents

2.1. Power BI

This configuration permits Power BI to access your workspace, reports, and datasets. Enabling this also allows EDITable to access the Power BI workspaces and reports that you have access to. Clicking Configure will provide the consent.

2.2. Organisation Groups

This setting lets EDITable access the organization user list groups so that they can be added while commenting, setting approvers, etc.

3. Writeback/Sync

This option is for user management configuration where you can add/remove users and assign user roles. Clicking on Manage will navigate you to the user management page where you can manage users as explained in .

You can enable or disable users from adding database connections for writeback and sync using the toggle button available as highlighted. Clicking on Configure will navigate you to the where you can also do the additional settings.

Click on Additional Settings to navigate to the settings page. These additional settings are explained in .

this section
this section
writeback settings page
Click 'Onboarding Actions'
Onboarding Actions
Manage Users
Consents
Witeback/Sync
Additional Settings