Datalore 2023.5 Help

Manage users

As an administrator, you can use the Admin panel to manage users.

User types and roles

Users

Users are the basic type. They can fully use Datalore functionality. Based on admin-related rights, there are three user roles:

  • REGULAR: regular user, can be used to demote the user from the ADMIN role.

  • ADMIN: admin user with access to the Admin panel.

  • SUPER_ADMIN: admin user who can also change other users' roles via the Admin panel, the first registered user.

Viewers

Viewers are a special type of users who can only view notebooks and reports shared with them by other Datalore users. Viewers cannot create their own notebooks or publish reports. You can register as many viewers as other users permitted by the acquired license. For example, if you're allowed to register 10 regular users, you can, in addition, register up yo 10 viewers.

Procedures

Access the Manage users tab

  1. Click the avatar in the upper-right corner of the Datalore browser tab.

  2. Select Admin panel. This action opens the Manage users tab of the Admin panel.

Manage users tab

View or search the user list

  1. To find specific users by their IDs or emails or filter the list, use the respective input fields and click Search button.

  2. To open the full user list, click the View all users button.

Create a user

  1. Go to the Manage users tab of the Admin panel.

  2. Click the New user button at the top of the tab. This opens the New user dialog.

  3. Provide the new user's full name, email, and password in the respective fields.

  4. To select the VIEWER type, expand the User type list and select VIEWER.

  5. To assign a role other than the default REGULAR, expand the User role list to select a role.

  6. (Optional) To disable onboarding tips for the new user, select the Skip onboarding checkbox.

  7. Click the Create user button to finish the procedure.

Creating a user with VIEWER role

Create a viewer (for installation with Hub)

  1. Create Datalore Viewer role in Hub:

    1. Go to Roles | New role.

    2. Specify the name (arbitrary value) and click Create. In this instruction, it is assumed that you use the Datalore Viewer name. You will refer to this role when granting it to a profile.

    3. In Settings, specify the key (datalore-viewer).

  2. Grant the Datalore Viewer role to a profile:

    1. On the Users page, select the profile.

    2. Switch to the Roles tab and click the Grant role button.

    3. In the Grant role dialog, enter Datalore Viewer in the Role field.

    4. Set Scope to Global unless otherwise is configured.

    5. Click the Grant button to close the dialog and conclude the step.

Change a user's plan

As a SUPER_ADMIN user, you can change other users' plan.

  1. Open the Manage users tab and find the user as described in the procedure above.

  2. Navigate to this particular user's record in the search results or on the full user list, click the user's current plan. This will open the list of available plans.

  3. Select the required plan from the list.

Assigning plans to a user

Manage user profiles

  1. Click a user in the search results or on the full user list. This will open a detail view for the selected user (user profile).

    • Switch between the General, Resources, Computations, Workspaces tabs to view the user's information.

    • To change the user's role (VIEWER, REGULAR, ADMIN, or SUPER_ADMIN), switch to the General tab, click the current role, and select an option.

      Changing role
    • To confirm the user's email, click Verify email. Optionally, you can resend the verification email.

  2. To open one of the user's workspaces, switch to Workspaces and select the required item.

  3. To create a workspace for the user:

    • Expand the Actions menu and select Create workspace for user.

    • In the New workspace dialog, provide a title for the new workspace and click Create workspace.

  4. To ban the user:

    1. Expand the Actions menu and select Ban user.

    2. In the Ban user confirmation dialog, specify a reason for the action (optional) and click OK.

  5. To unban the user, expand the Actions menu and select Unban user.

  6. To delete the user:

    1. Expand the Actions menu and select Delete user.

    2. Click OK in the Delete user confirmation dialog.

    Actions menu in user detail view

Disable user registration

As an administrator, you can set up whether users can register themselves or not.

  1. Click the Disable registrations button at the top of the Manage users tab to ban users from registering themselves.

  2. To re-enable user registrations, click Enable registrations.

Last modified: 13 November 2023