Manage Users

Overview of User Access

User access is controlled at two levels: Workspace (connections, schedules, compute/process configurations, system config, project creation) and Project (sources, outputs, templates).

For private enterprise deployments, the Users page is read-only and all access is managed through Auth0.

Workspace roles:

Admin: A workspace admin can add or remove users and can assign other users as admins. Admins have access to all projects and configurations in the workspace.

Power User: A power user can manage workspace-wide configurations and can create projects. Power users are automatically added as Project Editors in each project. Project editor permissions can be removed from power users across projects.

User: A user can reset their password and has access to select projects based on project level permissions. Users have no workspace-wide configuration access.

Project roles:

Each project access level includes permissions from the level below it.

Owner: Write access to change project user access and can delete and rename project. Editor-level access to change configurations and operate processing.

Editor: Write access to configurations and ability to lock project and import to project. Has ability to enable/disable ingestions and operate processing.

Operator: Read-only access to configurations. Has ability to enable/disable ingestions and operate processing.

Read-only: Read-only access to configurations. No ability to operate processing.

Navigating to the Users Page

Open the main menu and select Users.

Add a user to a workspace

1. Login to the workspace as an admin
2. Open the Users page
3. Click the New + button to create a new user
4. Type or paste in the user's email address
5. Click the Save button

Change a user workspace role

1. Open the Users page
2. Search for and select the user to be changed
3. Click the User Role drop-down and select the desired role
4. Click the Save button

Inactivate a user from a workspace

1. Login to the workspace as an admin
2. Open the Users page
3. Search for and select the user
4. Click the Active toggle so the toggle is off (to the left)
5. Click the Save button

Inactive users still have an account in the DataForge workspace, but are prevented from logging in and accessing the workspace until they are reactivated.

Remove a user from a workspace

1. Login to the workspace as an admin
2. Open the Users page
3. Search for and select the user
4. Click the Delete button
5. Check the confirmation box and re-select the Delete button
6. Click the Save button

Assign a user as an admin

1. Login to the workspace as an admin
2. Open the Users page
3. Search for and select the user
4. Click the Admin Flag toggle so the toggle is on (to the right)
5. Click the Save button