Managing self-service reporting users
Roles and permissions
The following roles can manage self-service reporting users:
Administrators
When you create a Snowflake data warehouse through Hyperproof you can add more users to allow each user to have their own credentials. If a user leaves your organization, you can delete them to remove access to the data warehouse. Individual users can reset their data warehouse passwords as needed.
To locate the Snowflake connection information and list of users go to Settings > Self-service reporting. On this page, you can find the Snowflake server information used to log in to Snowflake and the name of your warehouse.
Adding a user to the Snowflake data warehouse
From the left menu, select Settings.
From the Settings menu, select Self-service reporting.
Click the New button.
In the Username field, enter the new user name for the data warehouse.
In the Password field, create a password for the data warehouse.
Passwords must be at least 8 characters and contain at least 3 of the following 4 types of characters:
lowercase letters (a-z)
uppercase letters (A-Z)
numbers (0-9)
special characters, such as !@#$%^&*
Click Create.
The Create Snowflake account window displays the account information for this user. Provide the user with all of the account information in the window so they can access the data warehouse.
Click Done.
Deleting a user from the Snowflake data warehouse
Note
Deleting a user from the data warehouse removes their access to Hyperproof data but doesn't remove the user from Snowflake.
From the left menu, select Settings.
From the Settings menu, select Self-service reporting.
Locate the user you want to delete and click the Delete link next to their name.
A confirmation message displays.
Click Confirm to delete the user.
Resetting a password for the Snowflake data warehouse
Note
Users also can log into the Snowflake portal directly to change their passwords at any time.
From the left menu, select Settings.
From the Settings menu, select Self-service reporting.
Locate the user whose password you want to reset and click the ... (More) menu.
The Reset Snowflake account password window displays.
Enter a new password in the Password field.
Click Reset.
The Reset Snowflake account password window displays indicating that the password reset is complete.
Click Done.
Note
Be sure to update the connection settings of the analytics tool used to access Hyperproof data with the new password.