How do I add users from a database in Cloud Reporting?
You can import users from an existing database into Bold Reports® Cloud by selecting them in the import grid and clicking Import Users.
NOTE: To successfully import users from an existing database, ensure that the database connection is configured in the Database Settings under the User Directories tab.
Only members of the System Administrator group can import users from the database into Bold Reports® Cloud.
How to list database users
You list database users on the User Management page by clicking New User and selecting Import from Database.
-
To add new users to Bold Reports® Cloud, go to the User Management page, click New User, and select Import from Database.
-
The IMPORT USERS - From Database page opens and lists the database users with their First Name, Last Name, and Email Address.
How to select and import users
You import database users by selecting them in the import grid and clicking Import Users.
-
Once the columns are selected, the retrieved data from the database will appear in the grid. Select the users to import, and then click Import Users.
-
The selected users are imported, and a confirmation message appears.
How to modify the existing database connection
To update the existing database connection, click Modify next to the Connection String on the import page.
Frequently asked questions
Which databases can I import users from?
Cloud Reporting imports users from SQL Server and PostgreSQL databases. You choose the database type in the Database Settings.
Which database columns do I map?
Map columns to the Username, First name, and Email address fields. The Last name and IsActive fields are optional. You map the columns in the Database Settings.
How do I keep imported database users up to date?
Synchronize them with the database, either manually or on a schedule. See Synchronize imported database users.