In eazyBI you can create one or several accounts. Each eazyBI account contains a separate set of imported Jira projects data which can be accessed by eazyBI account users (access to eazyBI accounts data is managed separately from Jira security schemes).
To manage the eazyBI account you must be an eazyBI admin or Jira system administrator on Jira DataCenter; or for Jira Cloud, you would need a Site administrator or Trusted user role.
Select one of the following topics:
- Create new account
- Account users
- Administer all accounts
- Template accounts
- Data access roles
- Delete Account
In eazyBI you can create one or several eazyBI accounts.
In each eazyBI account, you can import a separate set of Jira projects and create a separate set of reports and dashboards that are needed for these Jira projects. You can grant access to this eazyBI account to selected Jira users and user groups. Please take into account that eazyBI account access should be defined separately from Jira security schemas.
Let's have a look at how you create and manage accounts in eazyBI.
You see the list of all eazyBI accounts that are available to you in the eazyBI Home tab.
You can navigate to account's reports or dashboards from the corresponding account section. In the browser URL, you can see an account ID number – you might need it, for example, when investigating some problems in eazyBI log files.
You also see the current eazyBI account name in the top right navigation bar. From this top navigation menu, you can quickly switch to a different account.
If you are a Jira administrator then you can create a new eazyBI account. You will be assigned as the owner for this new account. As an owner, you can edit which users and user groups have access to this account. You can navigate to account users page either from this All accounts page, from Home tab or from the top navigation bar Accounts menu.
When you have created a new account then only you can access it. You need to add which other individual users or user groups will have access to this account. When adding a new user or a user group you need to specify their role:
- Dashboard viewer can only view eazyBI dashboards in eazyBI Dashboards tab as well as view eazyBI gadgets on Jira dashboards.
- Viewer can view any report in the Analyze tab.
- User can also create their own reports but cannot modify reports created by others.
- Reports admin can manage reports by any user as well as create and update calculated members.
- Data admin can import new data sources from Source Data tab as well as do everything what "Reports admin" can do.
- User admin can access this page and add new users as well as do everything what "Data admin" can do.
If needed you can transfer eazyBI account ownership from this page to any other existing account user – change their role to Owner and confirm your action. Please note that you will not be able to undo this action.
If you are Jira System Administrator then from eazyBI top navigation System Administration menu you can access All users page. In this page, you can see all Jira users who have been using eazyBI and see all the accounts that they own or have access to. You can go to any eazyBI account from this page. Even if Jira System Administrator is not added to a particular eazyBI account they can open any eazyBI account and act with the same permissions as this account owner. It also means that Jira System Administrator can change any eazyBI account owner to a different one.
If you do not need anymore some account then you can delete it from All accounts page. Please take into account that it will delete all imported data as well as all created reports and dashboards in this account.
If you have a large number of Jira projects and issues (and by large I mean about 100 000 issues or more) then it is also recommended to use several eazyBI accounts and import in one account just set of related projects. Each eazyBI account uses a separate database schema and tables and therefore your reports will perform faster when using several smaller eazyBI accounts with smaller size database tables and not just one large eazyBI account with large size database tables.
If you have any other questions about eazyBI accounts then please let us know.
The right account setup is a cornerstone to get smooth reports for the right users. You can find out more information about planning and maintaining eazyBI accounts in our training videos.