Adding and Managing Users
The Zoomdata client provides administrators the account management controls to create users and manage their access to the data sources connected to Zoomdata. Once created, a user is assigned a specific role within Zoomdata, which controls their level of access to the program. Account management controls within Zoomdata include access to data sources, users and groups, and preferences settings. This article focuses on the users and groups functionality, specifically creating and managing users.
Administrators can create and manage users from the Users and Groups page. There are different ways that users can be added into Zoomdata:
- Manual creation by administrators and supervisors
- Imported from an organization’s LDAP (Lightweight Directory Access Protocol) or Active Directory (AD) environment
- Auto-provisioned via SAML single-sign on methodology
This article provides the step-by-step instructions for manually adding users and importing via LDAP.
The user can be assigned one of three available roles:
- by default, Zoomdata provides one Admin role. The primary administrator for the Zoomdata account can assign additional administrator roles. Admins have full access to all the account management settings available in Zoomdata, including:
- Creating and managing users and groups;
- Adding and managing data sources,
- Accessing Chart Studio
- can view all existing data sources and shared dashboards; create, save, and share dashboards and interact with data based on the existing data sources.
A user can not edit or manage the data sources.
- Groups Only - users, who are assigned to a group can have different access and editing rights depending on the parameters that were configured on the group level. This role allows administrators to manage user's access to data sources, down to the attributes and metrics level within data sources.
Administrators have the following capabilities in the management of users:
- Create unique usernames for users and admins
- Assign a role to the users
- Add custom attributes to a user
- Set a default password for login and provide the option for users to change it
- Temporarily disable user’s access into Zoomdata
- Delete users and admins accounts
To begin the process of setting up users in Zoomdata, log in as an administrator.
To manage users, click Settings and then Users & Groups . The Users page is displayed.
You can either manually create users and additional administrators or import users into Zoomdata using LDAP or Active Directory.
Add a New User Manually
To add a new user, perform the following steps:
- On the Users page, click New User .
- On the Info tab, specify login, full name, email of the user, type and confirm the password.
- If you want the user to change the password after logging in to Zoomdata for the first time, for the Require password change option select Yes .
Select a role for the user: Admin, User, or Group Only.
When you select te Groups Only option, you will have to assign a user to a group. Click Add Group(s) and select the group from the list.
- Click Save .
Repeat steps 1 through 5 until you have created all the users you need.
The Custom Attributes tab provides a way for administrators to store values that can be used for credential pass through. This means that if users have access to a particular data source that has been connected to Zoomdata, their credentials can be saved on this page so that his access privileges are maintained for that source within Zoomdata.
IMPORT EXISTING USERS
To start working with this feature, you must log into Zoomdata in the Supervisor role to enable and setup LDAP or Active Directory. The instructions below apply after you have successfully set up LDAP.
- Click Import Users . Upon successful access to your organization’s secure directory, a new tab will appear listing all the available users that can be imported into Zoomdata. You have the option to either select all users or individual users.
- Select the users to be imported into Zoomdata.
- Click Import . Upon completion, you will see the users added to the User’s list. Next, you will need to assign a role to each imported user as well as assign a default password. However, you should not change the user’s name as this may cause conflict with reconnections to the LDAP or Active Directory.
- Select a user and assign a password.
- Determine whether the user needs to change the password or not.
- Select a role for the user.
Repeat steps 4 through 6 until all users have been assigned a password and a role.
Auto-Provisioning Via SAML
Zoomdata supports the auto-provisioning of users via the SAML single sign-on protocol. In this case, the user will automatically be added to the Users and Groups console when they first log into Zoomdata.
For guidance about assigning users into the Groups Only role, see Creating and Managing Groups . You can also access the article Overview of Users and Groups in Zoomdata for a higher level review of this function.