Before you begin
You need the Account Admin role to create users. If you do not see the Admin section in the left-hand navigation, ask your organisation’s Account Admin to grant you access or to create the user on your behalf.
Before you start, decide which role or roles the new user should have. Datanyx ships with several built-in roles such as Designer, Viewer, and Admin. You can also create custom roles if the built-in options do not fit your needs. Having the right role ready will save you an extra editing step later.
Steps
Open Admin › Users
From the left-hand navigation, expand the Admin section and click Users. The user list page opens showing all current users in your workspace.
Click New user
In the top-right corner of the user list, click the New user button. A creation form slides open on the right side of the screen.
Enter the user’s details
Fill in the required fields: First name, Last name, and Email address. The email address will be used as the login identifier. You can optionally set a temporary password or let the system send an invitation link.
Assign one or more roles
In the Roles dropdown, select the roles you want the user to have. You can assign multiple roles if the user needs a combination of permissions. The role determines which features, reports, and data the user can access.
Click Create
Review the details and click Create. The user appears in the user list immediately. If you chose to send an invitation, the new user receives an email with instructions to set their password and log in.
Lens-only workspaces: If your organisation uses a Lens-only subscription, the role picker will show a reduced set of roles. You will see Lens Designer and Lens Viewer instead of the full role list. Contact your account representative if you need access to additional roles.