Managing users

Create, update, enable, or disable the people who use the Infinite Data Console.

When to use this

• Use it when someone joins, changes function, or leaves the organization.
• Use it to correct registration details.
• Use it to pause someone's access without removing their history.

Before you start

• Have a user administration role.
• Confirm the person's name, email, and area.
• Decide which groups or roles they should receive.

Step by step

1. Open Users, Groups, and Profiles.
2. Go to the user list.
3. Use search to find an existing person, or click to create a new one.
4. Fill in or review the user's details.
5. Assign groups and roles according to their function.
6. Save the changes.
7. Tell the person when the access is ready.

What happens next

• The person sees the areas compatible with the role assigned.
• User changes are recorded in the audit trail.
• Data access also depends on the data rules attached to the user or group.

Common errors

• Duplicate user: search before creating one.
• A person with no group: they can sign in to the Console without being able to work.
• An active user after departure: disable them or remove their access, per your organization's process.

Good practice

• Use groups as the default way of granting responsibilities.
• Review active users periodically.
• Keep registration updates separate from granting access to sensitive data.

Next steps

• Managing groups
• Glossary