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Account Admin
Getting started
How to navigate the Admin tab How to set up a new workspace How to work out why a user can’t see something
User Management
How to create a user How to assign a role to an existing user How to edit a user’s profile How to reset a user’s password How to deactivate or reactivate a user How to delete a user How to give a user access to more than one organization
Roles Management
How to create a role How to edit a role How to assign a security tag to a role How to delete a role
Group Management
How to create a group How to create a subgroup How to edit a group How to delete a group
Organization Management
How to create an organization How to configure organization filter parameters How to edit an organization How to delete an organization
Security Tags
How to create a security tag How to edit a security tag

How to create a user

Add a new person to your Datanyx workspace, assign them roles, and set their default login behavior. This is the starting point for every user: Admin, Designer, or Viewer.

Before you begin

You need:

  1. The Account Admin role. Only Account Admins can create users
  2. The user’s first name, last name, email address, and user identifier
  3. The roles you plan to assign (create any custom roles first if needed)
  4. For multi-organization workspaces: the list of organizations the user will access, and which one is their primary

Steps

Step 1. Open User Management

From the main navigation, click Admin, then open the User Management tab.

Step 2. Start a new user

Click the plus icon in the bottom-right corner of the screen. The new user dialog box opens.

Step 3. Fill in the user details

Enter the following:

  1. First name — the user’s given name
  2. Middle name — optional
  3. Last name — the user’s family name
  4. User identifier — a unique ID for this user. Typically an employee number, initials, or handle. This is shown in search results and audit logs.
  5. Email (Login ID) — the email address the user will sign in with. A verification and invitation email is sent to this address.

Step 4. Assign one or more roles

In Select Roles, pick the role or roles this user should hold. Roles are additive, if a user holds multiple roles, they get the combined access of all of them.

Common combinations:

  • Account Admin + Lens Designer — for admins who also build dashboards
  • Lens Designer + Viewer — for Designers who also consume reports built by others
  • Viewer only — for users who only need to see shared dashboards

Account Admin is the governance role. Designate at least two Account Admins for your organization so you always have a backup if one is unavailable. You can add the Account Admin role to an existing user at any time.

Step 5. Set organization access

In workspaces with multiple organizations, select the organizations this user can access from List of Organizations, then set the Primary Organization, this is the organization the user will land in at first login.

If your workspace has only one organization, this is already set for you and you can skip ahead.

Step 6. Configure the default landing page

From the Default page dropdown, pick the page the user should see when they log in.

Step 7. Submit

Click Submit. The user receives an invitation email at the address you entered. They’re not active in the workspace until they accept the invitation and set their password.

Result

The new user appears in your User Management list with a status of Active. They’ll receive an invitation email, and once they sign in and set a password, they’ll have access based on the roles and organizations you assigned.

You can change any of these settings later from User Management: edit profile, reassign roles, reset password, switch organizations, or deactivate the user entirely.

Common issues

  1. The user says they never received the invitation email. Confirm the email address was entered correctly. Ask the user to check their spam folder. If it’s still missing, reset the password from the user’s settings menu and pass the new password to the user directly.
  2. The role I need isn’t in the dropdown. Roles that aren’t licensed (e.g., Weave Designer if you don’t subscribe to Weave) won’t appear. Custom roles also don’t appear until they’re created in Roles Management. Create the role first, then return to user creation.
  3. The user can log in but can’t see the menu they need. Access is granted by roles, not by the default landing page. Check the roles assigned to the user. If none of them grants access to that menu, you need to add a role that does.