Customer fields in user profile

[AlisterB]

IS there anyway to add customer fields into the user profiles. I have a customer with a very specific hierarchy in their organization and it would be useful to be able to represent it.

[rapidbisupport · Accepted solution]

Hi Alister,

You'll be pleased to know that while Sisense doesn't support this feature natively in the "User Management" UI, there's a workaround that might just fit your needs.

You can store additional metadata or details against individual user profiles by leveraging custom user attributes. This method is quite flexible and can be integrated with dashboards, data models, and even for controlling access, making it perfect for personalised experiences or specific access controls based on your organisational hierarchy.

Here's a quick rundown on how you can add these custom attributes:

1. Obtain an API Token: Authenticate with the Sisense API to get an access token by sending a GET request to the /authentication/tokens/api endpoint with your Sisense credentials.
2. Identify the User ID: Use a GET request to the /users endpoint to find the ID of the user you wish to update.
3. Update the User Profile: With the user ID and API token, send a PATCH request to the /users/{id} endpoint, where {id} is the user's ID. You can then include the custom attributes in the request body.

For example:

{
  "uiSettings": {
    "custom": {
      "department": "Your_Department",
      "role": "Your_Role"
    }
  }
}

This way, you can attach specific metadata to individual user profiles, enhancing user management without compromising the system's clarity and manageability.

If you already have a table storing user information, we could script an automatic operation, say with Python or R, to programmatically add or read these attributes to each user profile. This could simplify the process and ensure your user profiles are always up-to-date and accessible with the necessary hierarchical information.

Remember, apart from custom user attributes, Sisense also offers User Groups and User Parameters for different levels of access control and personalisation. However, custom user attributes are your best bet for storing detailed, user-specific information and integrating it across Sisense.

Feel free to reach out to me if you need any help setting this up or have any more questions. We're here to help make your Sisense experience as tailored and efficient as possible.

Best regards,

Derek N

RAPID BI

[email protected]

RAPID BI - Sisense Professional Services | Implementations | Custom Add-ons

[DRay]

Hello @AlisterB ,

I wanted to follow up to see if the solution offered by @rapidbisupport worked for you.

If so, please click the 'Accept as Solution' button so that other users with the same questions can find the answer faster. If not, please let us know so that we can continue to help.

Thank you.

[DRay]

Hello @AlisterB ,

I wanted to follow up to see if the solution offered by @rapidbisupport worked for you.

If so, please click the 'Accept as Solution' button so that other users with the same questions can find the answer faster. If not, please let us know so that we can continue to help.

Thank you.