User and User Group Management

General - Users

The DataChain Users management function is accessible from the GenericsData module

To use the DataChain solution, a user must be referenced.

User management is specific to each DataChain instance.

Strict rules related to the use of DataChain are specified in the documentation Identification - Authentification

Access to the Users function

Access the GenericsData module.
Choose Menu
Choose Menu Users

utilisateurs acces

Create a user

List of users

Create New User

Refresh list of users

Edit user account

Delete user account

User role(s)

Member: this role allows the user to be invited to a project but cannot create one. Once in a project, this role allows the user to create items in DataChain
Manager: this role allows the user to be a project administrator. He can create projects, invite members and modify the project of which he is an administrator. To be able to use DataChain elements, the user must also be a member
Administrator: the user is the administrator of the current DataChain instance This role cannot be assigned from the instance

information Click on the user’s first or last name to edit their account.

To create a user:

Click on the button to access the creation page:

user account information entry tab
User profile and temporary password creation area
Saves user account information
Returns to the list of users

Account information linked to a user

Name: Account Username (Required)
First Name: Account User First Name (Required)
Project roles: The user can be Manager only, Member only, or both:
- Member: this role allows the user to be invited to a project but cannot create one. Once in a project, this role allows the user to create items in DataChain
- Manager: this role allows the user to be a project administrator. He can create projects, invite members and modify the project of which he is an administrator. To be able to use DataChain elements, the user must also be a member
Username: User Login (Required) The login is used when connecting to DataChain or when consuming APIs The login is information necessary for identification and authentication.
Email address: User’s email address (Required) This email address is used in several cases, namely
- Password initialization
- Reset password
- Security alert on repeated failed login attempts
- Account blocking
- Miscellaneous notices

Assigning a Password by direct entry in the user account file is not recommended. Only initialization by sending one to the addresslinked to the Login is recommended.

Password: Allows you to define a temporary password when creating the user account.
Password Confirmation: Allows you to confirm the password entered

The password is information necessary for identification and authentication.

Each user has permissions on the main GenericsData and HandleData functions as well as on the elements created (Connectors, Repositories, Type Entities, DataBlock, Chart, Tables, TimeLine, Maps, Dashboards, etc.) Cf Management of Permissions and Rights

Editing a user account

GenericData module
Menu then Menu Users

Once the list of Users accounts is displayed, find the User account in the table. Use the search functions found

either at the header of each column
either at the top and to the right of the table (global search)
Click on the label of the User account or on the icon at the end of the line.

Make the desired changes then Save

information When modifying a user’s profile, it is possible to make their account inactive or active and send a reset email password.

: This button sends an email to the user. A link, contained in the body of the e-mail, provides access to a screen allowing the assignment of a Password.
Asset ?
- If the Active option is set to No then the user concerned can no longer connect to the DataChain instance.
- If the Active option is set to Yes then the user concerned can connect to the DataChain instance. In this case, the other information allowing to control its access will be taken into account.

Deleting a user account

Module GenericData
Menu then Menu Users.

Once the list of Users accounts is displayed, find the User account in the table. Use the search functions found

either at the header of each column
either at the top and to the right of the table (global search)
Click on the icon at the end of the line

Quick User Account Reference

Creation of a User account

From GenericsData module

Steps	Objective	Stock	Landmarks
1	Access to the Users sub-menu	Click on the icon in the Left menu Miscellaneous
2	Access to the list of users	Click on the Users menu	Users
3	Add an account	Click on New Button
4	Entering information	Specify all the mandatory account information
5	Registering account information	Click Save Button

Steps

Objective

Stock

Landmarks

Access to the Users sub-menu

Click on the icon in the Left menu Miscellaneous

Access to the list of users

Click on the Users menu

Users

Add an account

Click on New Button

Entering information

Specify all the mandatory account information

Registering account information

Click Save Button

save-light_button

General - User Groups

User groups allow you to organize users into groups.

A user can belong to several groups.

Each group has a global permissions template Permissions Management which will be applied to all users in the group. If a user belongs to several groups then the permission YES (right to the function) is applied.

The same reasoning applies if, at the user account level, a global permission is assigned to the user.

Example: given a user user_1 who belongs to two groups Groupe1 and Groupe2. If Group1 prohibitedt the creation of Repositories, but Group2 authorizes the creation of Repositories, then user_1 will be able to create Repositories because he obtains this authorization by his membership of *Group2*

Creation of User Group

A user group is created from GenericsData menu + User Groups

Users with Administrator rights are the only ones who can manage User groups.

From the list of user groups, click on button

Tab: General

Enter the label of the group as well as a description image:ROOT:saisiegroupeutil.png [saisiegroupeutil]

Click on save to confirm your input.

Tab: Global Permissions

Define the global permissions template that will be assigned (excluding exceptions) to group users.

grouppermissions

Tab: Permissions per item

Define the permissions template on the created elements that will be assigned (excluding exceptions) to the users of the group.

permissionelement

Tab: Group Users

Assignment of users to the current Group.

To assign a user to a group Drag and Drop the user from Left to Right

To remove a user from a group Drag and Drop the user from Right to Left

userbygroup

Note that a user’s membership in a group is immediate.

Edit User Group

GenericData module
Menu then Menu User group

Once the list of User Groups is displayed, find the User Group in the table. Use the search functions found

either at the header of each column
either at the top and to the right of the table (global search)
Click on the label of the Users Group or on the icon at the end of the line.

Make the desired changes then save

Deleting a User Group

Module GenericsData
Menu then Menu User Groups.

Once the list of User Groups is displayed, find the User Group in the table. Use the search functions found

either at the header of each column
either at the top and to the right of the table (global search)
Click on the icon at the end of the line.