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Administration 3.2 Administration Help Center
Users
The term user refers to a user of the system and to the record of that user that you create in Administration. Users can be employees, consultants, or other parties. Based on the roles you assign them, users can access Administration and integrated Data Discovery component UIs. Users can belong to multiple groups.
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To view the list of users, click Users in the primary navigation panel. You can search for a user by user name, last name, or first name.
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To open a quick view detail panel for a user, click anywhere in the row for the desired user and then click the open detail panel icon (
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Click the View Groups link to open the Edit User dialog to the Details tab.
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If the user belongs to more roles than presented in the detail panel, a More link displays.
Click the More link to open the Edit User dialog to the Roles tab.
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To create an individual user
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From the primary navigation panel, click Users.
The Users page opens.
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Click NEW USER.
The New User dialog opens.
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Complete the details for the new user.
On the DETAILS tab:
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Enter the basic details for the new user
Option Required Description Email Required Type a valid email address for the user. The email address becomes the user's application username.
Limits: Maximum 250 characters
User Name Required Type a unique user name for the user.
Defaults to the defined email address, but can be changed as desired.
Limits: Maximum 250 characters
First Name Required Type the first name of the user.
Limits: Maximum 50 characters
Last Name Required Type the last name of the user.
Limits: Maximum 50 characters
Group Optional Type the name of an existing group. As you type, groups that match what you have typed display.
Click the desired group name to add it to the list of groups this user is associated with.
On the ROLES tab:
- Select the appropriate checkboxes to grant access to the desired Data Discovery components and roles. For more information about role permissions, see Roles.
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Click CREATE.
A confirmation message opens and the new user is created.
IMPORTANT: The confirmation message contains the new user's temporary password. Make note of this password; it cannot be retrieved again through the UI.
When the user logs on to a Data Discovery UI for the first time, the user is prompted to create a new password.
If the list of users is larger than what can be displayed on-screen, refresh the page to view the new user in place in the list. A page refresh reloads the page and returns you to the beginning of the list.
To edit an individual user
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On the Users page, click the name of the user you want to edit.
TIP: You can also click or hover over the row for the desired user and then click the edit icon (
).The Edit User dialog opens.
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Edit the desired information.
To remove a group that the user is associated with, click the X next to the desired group name.
NOTE: If updating the user's group, the roles that display on the Inherited Roles tab do not update until after you save your current changes. You will see the update the next time you open the Edit User dialog for this user.
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Click UPDATE.
The information for the user is updated.
NOTE: If you change permissions for a user that is currently logged on to any of the Data Discovery UIs, the new permissions will not take effect until the next time the user logs on.
To delete a user
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On the Users page, click or hover over the row for the desired user.
Additional icons display in the right column.
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Click the delete icon (
) associated with the desired user. To prevent lockout, you are not able to delete yourself (the user you are logged in as).
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In the confirmation dialog, click YES to confirm the action.
The user is deleted.