Use this document to find the member management tasks required after an organization is created.
Before You Start
- You have created an organization.
- You are the organization creator, a system admin, or an admin with the required permissions.
Member Management Tasks
After the organization is created, admins need to complete member-related setup so members can use FineBI Next.
| Task | Description | Related Document |
|---|---|---|
| Invite members to the organization address book | The invitation method depends on the organization account mode. | Public-mode member invitation or integrated-mode member invitation. |
| Add members to the product access scope | Specify which address book members can use FineBI Next. | Manage Product Access. |
| Configure user groups | Assign editor or viewer identity to members in the product access scope. Editors can edit data and create analysis content. Viewers can only view existing analysis content. | Configure User Groups. |
| Configure admins | Assign full or partial admin permissions to organization members. | Configure System Admins and Configure Regular Admins. |
| Configure user properties | Manage member information and custom user labels so admins can organize members efficiently. | Configure User Properties. |
Member Access to FineBI Next
After member-related settings are complete, members can log in to FineBI Next. Members can click the product list in the upper-left corner and switch to FineBI Next to create analysis tables or access dashboards.
Screenshot needed: Product list entry for FineBI Next.