Overview
A user in Datanyx is an identity that can sign in, hold one or more roles, and belong to one or more organizations. User records are created by Account Admins and persist across the workspace — a single user can access every product they have a role for, from the same account.
User Management is accessed from Admin → User Management and is restricted to Account Admins. From this view, an Account Admin can add new users, modify existing users, reset passwords, delete accounts, and control whether users are active or inactive.
When to use it
Open User Management whenever you need to:
- Add a new team member to the workspace
- Change an existing user’s roles or organization access
- Reset a user’s password on their behalf
- Temporarily disable a user without deleting their record
- Remove a user who has left the organization
- Audit who has access to the workspace and in what capacity
Key capabilities
User Management provides five per-user setting actions and two workspace-level views:
| Capability | What it does |
| Edit profile | Update a user’s name, identifier, email, default landing page, organization memberships, and primary organization. |
| Assign role | Add or remove roles from an existing user. Roles are additive — a user holding multiple roles gets the combined access of all of them. |
| Reset password | Set a new password for the user. Useful when the user can’t access their account and can’t self-serve a reset. |
| Delete | Remove a user from the workspace. Deletion is permanent and cannot be undone. |
| Active / Inactive toggle | Temporarily disable a user without deleting their record. Inactive users cannot sign in but their record, roles, and assignments are preserved. |
| Search | Find users by user identifier or email. The search narrows the list in real time. |
| Pagination | Browse the full user list across multiple pages when the workspace has more users than can fit on one screen. |
Configuration options
Each user record holds the following configuration:
| Field | Description |
| First name | The user’s given name. Required. |
| Middle name | The user’s middle name. Optional. |
| Last name | The user’s family name. Required. |
| User identifier | A unique ID for this user within the workspace. |
| Email (Login ID) | The email address used for authentication. Datanyx sends the invitation and any password-reset emails here. Required. |
| Roles | One or more system or custom roles. Controls which menus, data, and actions the user can access/ do. At least one role is required. |
| List of Organizations | The organizations this user can access. Each Account Admin can manage users across the organizations they themselves have access to. |
| Primary Organization | The organization the user lands in at first login. Can be changed later by the user or by an Account Admin. |
| Default page | The screen the user sees immediately after login (e.g., Dashboard, Design, Admin). Changes the landing experience but does not affect access permissions. |
User states
A user record can be in one of two states:
| State | Meaning |
| Active | The default state. User can sign in, holds their assigned roles, and appears normally throughout the workspace. |
| Inactive | User cannot sign in. Login attempts return an error. The record is preserved and can be reactivated at any time by toggling the status switch. |
Role assignment model
Datanyx follows an additive role model. A user can hold any combination of system and custom roles, and their access is the union of what those roles grant.
For example: a user holding both Lens Designer and Viewer can build reports (Lens Designer) and also view reports shared with them (Viewer). Removing a role removes only that role’s access — any access still granted by the user’s other roles remains intact.
First-time workspace setup. When a Datanyx workspace is provisioned, the registered sign-up email is automatically added as the first user with the Account Admin role. From there, any subsequent users are created through User Management.