How to manage Named Users
What is a Named User?
Named Users refers to the list of users who can log on to Dashboard Server. The number of Named Users is restricted by the number of Named User licenses you have purchased.
Who can log on to Dashboard Server?
There are two requirements for being able to log on to Dashboard Server:
The user needs to be in the local user's group on the server where Dashboard Server is installed (see How to add a Standard User)
The user needs to be on the list of Named Users. If they are not on the list and the list isn't full yet, they will automatically be put on the list when they try to log on for the first time. The number of users that can be put on the list is restricted by the number of licenses (Named Users) you have purchased from SquaredUp.
Named User licenses are, by default, allocated automatically on a 'first come, first served' basis when new users log on to Dashboard Server. Each unique domain\username logon identifier requires its own Named User license in the list of Licensed users. For example, if you have purchased 50 licenses, the first 50 users to log on will get automatically entered as Licensed users and will consume licenses accordingly.
Any users can view Open Access dashboards (see Sharing Dashboards with anyone - Open Access).
As per our End User License Agreement, Dashboard Server is designed to have a static allocation of a Named User license to an individual user. The ability to manage Named Users is designed to allow you to; (i) ensure your licenses are correctly allocated in the first instance (ii) re-allocate a license in the event that it is inappropriately assigned (for example, if a user leaves your organization).
For information about how to make a user a Dashboard Server administrator see How to make a user a Dashboard Server Community Edition administrator.
How to manage Named Users
The list of Licensed users shows users who are have been allocated a Named User license. This section also shows you how many Named Users are available with your license and how many have been used.
I'm not seeing the full number of Named Users I have purchased with my Dashboard Server licenseWhy have I only got 3 Named Users listed when I'm licensed for many more?
Check you are using the correct license. See How to check which license key is being used
In your production environment you should use your Primary license to see the full number of Named Users you have purchased.
Automatic license allocation
By default Automatic license allocation is set to on meaning that Named User licenses are allocated automatically on a 'first come, first served' basis when new users log on to Dashboard Server.
You can switch Automatic license allocation to off if you do not want licenses to be allocated to any user as they log in to Dashboard Server. You can then remove particular usernames from the list and add other usernames to pre-populate or 'whitelist' who is allowed log on.
What happens when all licenses have been allocated?
If no licenses are available, new users will be unable to log on to Dashboard Server, and will receive the message No license available. There are either insufficient named user licenses available, or you have been blocked from logging on to this server.
If you need more users on your license, please contact our sales team at sales@squaredup.com.
Blocking users from logging on to Dashboard Server
User permissions
By default any user logging into Dashboard Server has access to view dashboards, but only
Team Folders are a form of access control for your dashboards. They enable you to deliver dashboards and delegate control to different teams within your organization (or to different clients if you are a service provider). You can customize which users see which dashboards, and choose to delegate authoring permissions to different users.
See Team Folders (Enterprise Edition)
FAQs and Troubleshooting Named Users
How can I view the list of Dashboard Server Named Users
Can the same user access Dashboard Server from more than one device?
A user can roam across devices, but cannot connect from more than one device simultaneously. A user can have Dashboard Server open in several browser tabs on the same device at the same time, but cannot access Dashboard Server from multiple different browsers at the same time.
I've purchased a license expansion to increase the number of Named Users, why am I not seeing the increased number in Dashboard Server?
If you have recently purchased more Named Users you will need to reactivate your license in order for Dashboard Server to show the newly increased number of Named Users.
See How to reactivate your license.
Why have I only got 3 Named Users listed when I'm licensed for many more?
Check you are using the correct license. See How to check which license key is being used
In your production environment you should use your Primary license to see the full number of Named Users you have purchased.
A user is unable to log on
There are no licenses available, or the license for this user is in use elsewhere
A user can roam across devices, but cannot connect from more than one device simultaneously. A user can have Dashboard Server open in several browser tabs on the same device at the same time, but cannot access Dashboard Server from multiple different browsers at the same time.
Support
Please contact SquaredUp Support if you experience any problems and reply to the automatic response with the output of the Dashboard Server Diagnostics (see Collecting diagnostic information) and, if possible, a screenshot of the problem.