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 = trueis_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)
- Green fill for primary actions (e.g.,
- Placeholder includes a visual pin icon
Yes. Let’s add allbutton has no close (X) icon