How do I create a User ?
Open the Navigation menu.
Under the Navigation menu, select the System option.
From the System menu, select Users.
From the Users menu, select Add New User.
Enter the Info for the User.
Required Fields have been highlighted for this example. Enter any optional Fields wanted.
- Name - Name of User.
- Email - Email of User. This will be their log in if not using SSO.
- Phone - Phone number of User.
- Access Type - What type of User this will be. (See below for more info.)
- Database Access - Will this User be able to access the DB using MySQL. (Can't be used if SSO.)
- Single Sign On User - Will this User be using SSO. (Only used if your instance was set up to use SSO.)
- Language - What Language you want the UI to be by default for the User.
- Theme - What theme this User will use by Default.
Access Types:
Note: Users will have full access to anything they create.
1. Dashboard/Form - All Access is given through User Groups. Can access:
- Forms
- Dashboards
- Exports
2. Standard - Gives normal access based off of the User Group assigned. Can Create:
- Workspaces
- Views
- Exports
- Conditional Formating
- Charts
- Flows
- All other Permissions are handled via User Groups
3. Creative/Power - All permissions are the same as the Standard User. Can Also Create:
- Alarms
- Themes
- Dashboards
- Connections
- Field Types
- Folders
- Tables
- Forms
- Business Rules
- Raw to Clean Maps
- File Importer Locations
- All other Permissions are handled via User Groups
4. Admin - All permissions as the Standard User + Creative/Power User. Can Also Create/Modify:
- Users
- User Groups
- All other Permissions are handled via User Groups
Switch to the Groups tab.
Select which User Groups this User will be part of.
Click the Save icon when completed.
Congratulations, you have created a User!