Manage users - Data360_Analyze - Latest

Create local users

1. From the Directory, click the Create button.
2. Select User.

   The Create New User dialog opens.

3. Enter the user's details, and select one or more roles.
   Note: The user must have at least the default "User" role to sign in to the application.

   If you are using SAML2 SSO, in the Attributes field enter the attributes that you specified in the User Lookup Query property when establishing the SAML connection, see Example.

   User roles

   Choose from the following user roles:

   • User - This is the base user role and is required for users to sign in to the application and see the Directory. Additional roles are required for a user to be able to perform tasks in the application, therefore a user would generally have the "User" role plus one or more additional roles. For example, an admin user would have the "User" and "Administrator" roles.
   • Reviewer - Users with the role of Reviewer can view and run data flows and library nodes, but they cannot view node data in the data viewer.
   • Explorer - Users with the role of Explorer can view data flows, library nodes, and node data in the data viewer, but cannot create or edit documents.
   • Designer - Users with the role of Designer can build and edit data flows and library nodes, but not schedules.
   • Scheduler - Users with the role of Scheduler can create and maintain schedules.
   • Administrator - Users with the role of Administrator have access to all features and can manage user accounts and system settings.
   Note: User roles are cumulative. A user will inherit the permissions from all of the roles to which they are assigned, see Understanding permission levels.
   Tip: The ability to remove a user's roles can be useful in certain situations. For example, you can disable a user's access to the application, without deleting them from the system, by removing their user roles. Similarly, when importing users from an external LDAP/AD system, you could import all users by not using any import filters, then assign roles to specific users.
   Tip: User roles can also be assigned to a group, see Managing groups.
4. Click Done.

   The new user account is created. Local users can change their password in the application at any time, see Changing your password.

View and edit users

1. From the folders panel, select Users.

   A list of all users is displayed in the center of the screen. The first user in the list is selected by default.

2. Select a user from the list.

   Further information about the selected user is displayed in the details panel.

3. From the details panel, click the Edit button.

   The Edit User dialog opens.

4. Edit the user details, as required.

For information on editing the Home Directory property, see Folder administration.

Changing local user passwords

1. From the folders panel, select Users.

   A list of all users is displayed in the center of the screen. The first user in the list is selected by default.

2. Select a user from the list.

   Further information about the selected user is displayed in the details panel.

3. From the details panel, click the Change Password button.

   The Change password dialog opens.

4. Enter a new password and click Done.

Local users can also change their own passwords from their user account menu, see Changing your password.

Delete local users

1. From the folders panel, select Users.

   A list of all users is displayed in the center of the screen. The first user in the list is selected by default.

2. Select a user from the list.

   Further information about the selected user is displayed in the details panel.

3. From the details panel, click the Delete button.

   The Delete User dialog opens.

4. Click Delete to confirm that you wish to delete the selected user.