Zoomdata Version

Adding User Definitions

Zoomdata account administrators, a Zoomdata supervisor, and account users who are assigned to a group with user management privileges can add user definitions to a Zoomdata account .

When Logged In as a Supervisor

Supervisors can add new users to Zoomdata, with the following caveats:

  • The user is not assigned to any groups. Supervisors cannot specify or change a user's group assignments. Only an administrator of the account or a user who has been assigned to an account group with user management privileges can assign groups to users in the account.

  • When a supervisor creates a new user, the Require password change toggle on the Info tab is always on (set to Yes) and cannot be altered. New users created by a supervisor are required to change their password when they first log into Zoomdata.

  • After a new user has been created, supervisors cannot reset or change the user password. Only administrators or a users who have been assigned to a group with user management privileges can reset or change user passwords.

To add a user definition when logged in as a supervisor:

  1. Log into Zoomdata as a supervisor. The Manage Users page appears, listing all of the user definitions in the Zoomdata instance. If you move from this page, you can always access it by selecting Users on the Supervisor menu ().

  2. Click . The user definition editor appears on the right side of the page.

  3. On the Info tab, supply values for the user login name, full name, email, and initial password. See Specifying General User Definition Information.

  4. Click to save the new user definition. If you do not save the new definition, you cannot access the Account(s) and Regional Settings tabs for a new user definition.

  5. On the Account(s) tab, assign the user to one or more Zoomdata accounts and identify the user's primary account. See Assigning and Removing Users in Zoomdata Accounts.

  6. On the Regional Settings tab, select a regional language for the user definition. See Specifying User Locale.

  7. Click to save the user definition.

When Logged In as an Administrator or a Group User with User Management Privileges

To add a user definition as an administrator or user with user management group privileges:

  1. Log into Zoomdata as a Zoomdata administrator or a user who has been assigned to a group with user management privileges.

    If the user name you log in with is also associated with other Zoomdata accounts, verify that the correct account is selected. See Switching Accounts.
  2. Select (Settings) and then select Users & Groups. The Users and Groups page appears. It consists of two options: Users and Groups.

  3. Click Users to see a list of all of the user definitions that have been defined for the account.

  4. Click . The user definition editor appears on the right side of the page.

  5. On the Info tab, supply values for the user login name, full name, email, password, and assigned groups. See Specifying General User Definition Information. You can also use this tab to disable a user definition. See Enabling and Disabling User Definitions.

  6. Click to save the new user definition. If you do not save the new definition, you cannot access the Custom Attributes and Regional Settings tabs for a new user definition.

  7. On the Custom Attributes tab, specify custom attributes for the user. See Specifying Custom User Attributes.

  8. On the Regional Settings tab, select a regional language for the user definition. See Specifying User Locale.

  9. Click to save the user definition.

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