Before you begin: create a logon account
The Visualizer requires a logon account, and Cyfin and CyBlock ship with only the built-in admin account — no others. Before you (or anyone else) can log into the Visualizer, a logon account must exist for that person. Create one first:
- Go to User Management → Logon Accounts.
- Click the Add New Logon Account (green plus) icon. The Add Logon Account page opens.
- In Account Name, enter the unique logon name. (If you’ll use Active Directory authentication, it must match the AD account name exactly. Note: an admin account already exists.)
- In Authentication, choose Generate New Password (issues a default password, or e-mails logon details if your mail server is configured) or Use Active Directory (available only if an AD configuration exists — click Lookup to populate Full Name and E-Mail).
- In Role, select Administrator (full access to the product) or Manager (limited menu to create, run, and review reports).
- Enter the E-Mail Address (used as the report recipient) and set a Home Directory for saved reports if needed.
- Under Select Group(s), choose the groups this account can report on. (Administrator role is locked to Enterprise; Manager role can be any group.)
- Click Add to create the account.
Once the account exists, log into the Visualizer with those credentials and continue below.
After logging into the visualizer you will be presented with a default blank dashboard. To start adding reports panels to your new dashboard please follow the below instructions:
- Click “Add New Panel” to get started.
- On the next screen, “New Panel,” you will be presented with two options:
- Create From Template: As you create panels you will have the option of creating a new panel based on an existing template you previously created.
- Create New Panel: Select this option to build a new panel.