Instance configuration

This page allows for the general customization of an instance. It includes the following management objects:

Item	Description	UI
Instance logo	allows Admin to download logo instance; acceptable formats are .jpg, .jpeg, .png; acceptable file size is less than 2Mb; acceptable image size is less than 170x56px	image area
Remove logo	allows Admin to remove the custom logo; after removal of the default Accton Insight Hub logo is displayed	trash icon
Instance name	allows Admin to change instance name; max length is 250 symbols	input field
Add description	allows Admin to change instance description; the max length is 250 symbols	text area
Diagram type	allows Admin to change the relations diagram mode: one- or multi-level	radio-buttons
Open button setting	allows Admin to specify the default behavior when using the Open button: follow the link or redirect to Report tab on the object view page	radio-buttons
Check synonyms unique	allows Admin to enable/disable matching configuring object name with existing synonyms	switcher
Editors can publish request objects	allows Admin to enable or disable the ability for Editors to publish objects created from requests	switcher
Onboarding	allows Admin to enable or disable showing the onboarding screen for imported AD users during their first login. When enabled, eligible users will see a guided empty state (placeholder) on the Dashboard with suggestions based on available BI reports. When disabled, new users will see the default empty placeholder without any suggestions.	switcher

Feature: Onboarding screen for imported AD users

Summary

Allows Admin to enable or disable showing the onboarding screen for imported AD users during their first login.
When enabled, users see a guided placeholder with suggested reports on the Dashboard.
When disabled, the default empty placeholder is shown without any onboarding.

---

Conditions for showing the onboarding screen

The onboarding screen will be displayed only if ALL of the following conditions are met:

• AD connection is configured
• Power BI import has been completed
• ETL/analytics parsing has been completed
• The user exists in the imported AD list
• The user has never logged in before (last_activity is null)
• Onboarding is enabled via Admin setting

---

Onboarding behavior based on user access

• User has access to BI reports
  → Show blurred preview of top 8 reports based on the user's personal view history

• User has NO access to BI reports
  → Show blurred preview of top 8 reports based on global view count

• If any condition is not met
  → Show default empty Dashboard placeholder (no onboarding)

---

UI Buttons and Logic

If the placeholder shows suggested (blurred) reports:

• My accessible reports
  → Opens the Search page with filters:

  • Object type = Report
  • Only reports user has access to

• All reports
  → Opens the Search page with filters:

  • Object type = Report
  • No access restrictions

• Yes. Let’s add all
  → Pins the 8 suggested reports to the Dashboard:

  • is_pinned = true
  • is_starred = true

• Clear all
  → Reverts to the default empty placeholder:

  • Text: "Add reports here for easy access with the Pin button."

If the placeholder is empty (no suggested reports):

• See the list of all existing reports
  → Opens the Search page with filter:
  • Object type = Report

---

UI/UX Notes

• Buttons highlight on hover:
  • Green fill for primary actions (e.g., Yes. Let’s add all)
  • Light background for secondary actions (e.g., Clear all, All reports)
• Placeholder includes a visual pin icon
• Yes. Let’s add all button has no close (X) icon