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Get startedAdminister Qlik Sense® Enterprise SaaS

This onboarding page provides instructions, best practices, and videos to quickly ready administrators for Qlik Sense Enterprise SaaS.

A message from Qlik Chief Customer Officer

Welcome. Your success is our success

Enjoy the convenience of a SaaS solution by letting Qlik manage the infrastructure.

Qlik Sense Enterprise SaaS is built on a highly-scalable, cloud-native architecture that empowers organizations to quickly deploy a complete range of analytics, massively scaling users and data without compromising performance, trust, or governance standards.

If you’re familiar with deploying and administering other SaaS enterprise applications, you’ll quickly understand the Qlik Sense processes and tools.

If you’re new to the administrator role, this page is your first step to success.

7 minutes

Get a Qlik Account, set up your tenant and subscription, and invite users.

A Qlik Account is sometimes referred to as a Qlik ID or ULC. Once registered for a Qlik Account, you automatically have access to multiple Qlik sites, including Qlik Community and Qlik Continuous Classroom (QCC). Customers and partners can access the Support Portal and the full Downloads page. Partners can access the Partner Portal.

A Qlik Account is not just a user registration at Qlik, it is also includes an association with the Qlik IdP, the default identity provider for a SaaS tenant. A tenant is a unit in Qlik’s software subscription service, a container for items such as users, apps, and spaces.

Register for a Qlik Account and set up your tenant

To set up a tenant, you must log in with your Qlik Account and follow the steps in the auto-generated welcome email.

Create a Qlik Account and a Qlik Sense SaaS tenant

  1. Sign up for a Qlik Account at Try Qlik Sense for free.
  2. Open the welcome email from Qlik.
  3. Click Let’s get started.
  4. Verify your email address, create a password, and read and accept the terms and conditions.
  5. Click Next.
  6. On the map, select your region.
  7. Click Get started.

Your tenant is created.

If you have not received or have misplaced the welcome email from Qlik, complete the following procedure.

Resend the welcome email from Qlik

  1. Go to Qlik website and under Login select My Qlik for Qlik Sense.
  2. Click your profile (top right) and select Create tenant.
  3. In the Create tenant window, check that the email address is correct and click Submit.

A welcome email is sent to you and you can now follow the step-by-step instructions.

You can only create one tenant per email address.

Account owner

The first user who logs into the tenant becomes both the account owner and tenant admin. The account owner role is unique and cannot be transferred. The tenant admin role can be assigned to other users.

You must have at least one tenant admin, and as a security measure, you can therefore not remove the role tenant admin from yourself.

It is important the account owner remains tenant admin, otherwise there is a risk that an identity provider configuration cannot be repaired or modified.

Add users

In Qlik Sense Enterprise SaaS, you can choose between manually adding users or using your own Identity Provider (IdP).
Your subscription only includes one of the options.

Manually adding users

Users are manually added with the Management Console (https://<tenantname>.<region>.qlikcloud.com/console).

From the hub, you can also reach the Management Console via the Launcher menu .

In the Users section, click the Invite button and add the email addresses of users you want to add. An invitation is sent to the users.

You can also invite users from your profile:
Open the ‘Invite users’ dialog from the profile menu.

An invite is only valid for a limited period. When an invite has been sent, the name column on the Users page shows Invited user and the status is Pending. Users accept the invite by registering for a Qlik Account. When the invite is accepted, the real user name is displayed with the status Active.

You can resend an invite after it has expired. You can delete both pending and expired invites.

When users accept the invite, they are automatically assigned access. They can start creating, editing, and publishing sheets and apps, and make full use of the available features in the hub.

As a tenant admin you can assign the tenant admin and developer roles to other users. All tenant admins have the same permissions.

The developer role is needed if you want to generate or delete API keys, which are used for authentication.

Adding users with an Identity Provider (IdP)

Adding users via an identity provider is only available if you have a Qlik Sense Enterprise SaaS subscription. Qlik Sense Business does not support adding users via an identity provider.

Qlik uses OpenID Connect (OIDC) for integrating Qlik Sense Enterprise SaaS with IdPs.

If you already have an IdP, check the Identity provider section in your Management Console (https://<tenantname>.<region>.qlikcloud.com/console).

When creating an interactive identity provider configuration, choose from a list of several different providers.

Qlik Sense Enterprise SaaS supports several providers for creating an interactive IdP configuration. Use the Generic option if you have an IdP provider that is not listed. Manual configuration should only be used if you don’t have a discovery URL, or if the discovery URL does not give proper metadata.

Examples of IdP configurations

10 minutes

Using Salesforce.com as an IdP

9 minutes

Using AD Federation Services as an IdP

Assign access to users

Tenant admins can assign and remove access for users in the Management Console. A subscription determines which access types that are available. The access type determines what a user can do in Qlik Sense.

Assigning access

You assign access to users in the Management Console, under User allocation > Assigned users.
Select Overview to see the available access types.

The License overview page displays details about the number of available access types and spaces.

Qlik Sense supports the following user access types.

  • Professional access
    Access type for users who need access to all features in Qlik Sense. Users can create, edit, publish sheets or apps, and make full use of the available features. Administrators must have professional access.

  • Analyzer access
    Access type for users who consume data, sheets, and apps created by users with Professional access. Users cannot create, edit, or publish sheets or apps but can create and publish stories, bookmarks, and snapshots based on data in apps.

  • Analyzer capacity
    This Analyzer capacity access type is similar to the Analyzer access type.

    However, this user type consumes Access type that is consumption-based, and basically the same as analyzer access regarding available features. You subscribe to analyzer time, a defined amount of minutes per month (calendar date). Analyzer time is shared amongst users, and can be consumed by anyone who is part of the user group. Consumption is measured in units of 6 minutes. For each new 6-minute period, a unit is consumed.

    Analyzer capacity is suitable for users who only use Qlik Sense a couple of times per month.

You can upgrade from analyzer access to professional access, but not downgrade from professional to analyzer.

Dynamic user assignment

Instead of manually assigning access for each user, you can turn on Dynamic user assignment on the Settings page in the Management Console.

You have four options:

  • Dynamic assignment enabled for both professional and analyzer access
    Professional access is assigned, if available, otherwise analyzer access.
    If neither of those are available, analyzer capacity is assigned, if available.
  • Dynamic assignment enabled only for professional access
    Professional access is assigned, if available, otherwise analyzer capacity is assigned, if available.
  • Dynamic assignment enabled only for analyzer access
    Analyzer access is assigned, if available, otherwise analyzer capacity is assigned, if available.
  • Dynamic assignment disabled for both professional and analyzer access
    Analyzer capacity access is assigned, if available.

The following videos introduce you to common tenant admin tasks.

Many of the actions related to apps and spaces are self-service, available to users from the hub. This means that those administration tasks can be performed by users themselves and do not require admin help. Permissions determine what actions a user can perform.

3 minutes

Managing users

Add users via an identity provider, or via email invites with a registration process, and subsequent user management.

4 minutes

Managing spaces

Spaces are for app development and access control. Personal spaces for private work, shared spaces for co-development, and managed spaces for strict access control. Permissions define access for space members.

2 minutes

Managing apps

Work with apps: upload, publish, change owner, and move apps between spaces.

2 minutes

Managing reload schedules

Apps in the cloud hub do not automatically update when their data sources are updated. Reload manually or schedule a reload.

Continue your learning journey

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Build, extend, embed

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