"How to add a new user to DataWind?"
"How to grant a specific user permission for a particular project?"

Adding users is the first step in permission management and is also one of the most common daily operations for system administrators.
Today, we will discuss the steps for adding users under different permission integration methods.

1.1 Proprietary account system #

For environments managed using DataWind's proprietary account system, system administrators need to enter the user's basic information into the system to complete account creation. The number of users added to DataWind will consume an equivalent number of user Licenses.

1.2 Operation example #

Step 1: Click the profile icon in the upper right corner to enter the [Enterprise Domain Management] page.

Step 2: Click [Add User] or [Batch Add] to fill in or upload user information.

Step 3: In the [Add User] window, enter the username, full name, email, and other information, then click Confirm to complete adding the user.
The initial password for a new user is the username itself. On first login, please follow the system prompts to reset the password.

Step 4 : On the [Batch Import] page, download the template, fill it out completely, and then click Upload.

Notes for filling out the template:
(1) Please fill in the users to be imported according to the template format without modifying the template format.
(2) Username, full name, email, mobile number, and phone number are required fields. Username, mobile number, and email must not be duplicated; otherwise, the operation will fail.
The initial password for users added via batch upload is the username itself. On first login, please follow the system prompts to reset the password.

1.3 Integrate enterprise single sign-on SSO #

If the enterprise has completed integration between the product and enterprise single sign-on SSO when deploying DataWind, the system administrator only needs to search for the user and add them to the system. The number of users added to DataWind will consume an equivalent number of user Licenses.

1.4 Operation example #

Step 1: Click the profile icon in the upper right corner to enter the Enterprise Domain Management page.

Step 2: On the Enterprise Domain Management page, click [Add User].

Step 3: In the pop-up Add User window, enter one or more users, then click [Confirm] to complete the addition.
Because the integrated enterprise single sign-on permission control method is used, the username and password of newly added users are the same as those used for the enterprise SSO.

To access a project, a user must have view or higher permissions for the project. For details on project permission control, see A Complete Guide to the System Permission Framework.

2.1 Example operation #

Step 1: In the project to be authorized, click Project Center - User Management.

Step 2: Click [Add User], search for the user in the pop-up window, select the project permissions to grant, and click Confirm to save.

The system provides four types of permissions: view permission, edit permission, global view permission, and manage permission. Details are as follows.

It is important to note that when directly granting a user dashboard or dataset permissions within a project, the user will be added to the system and granted view permission for the project as well as the corresponding dashboard or dataset permissions, without the need to add them step by step from System - Project.
In summary, you have successfully added the user to the project. Contact them so they can access DataWind and start your data exploration journey!