Users

The Users page enables you to manage the users on your Connect AI account and assign users to roles.

The Users page contains two tabs: Users and Roles.

A User is an account that can log in and use Connect AI. A Role defines the user’s privileges. The following platform roles are available:

• Administrators have full access to all Connect AI functions, including adding and managing users.

• Connection Administrators can create, edit, and delete connections and workspaces. They can also view users, query all connections, and view connection-related audit log events.

• User Administrators can create, invite, edit, and disable users, assign and revoke roles, and view user-related audit events.

• Query users can authenticate to a connection with their own credentials, as long as the user and connection meet the following criteria:

  • The Administrator grants the user permission to use the connection.
  • The Administrator selects Per-User Authentication, rather than Shared Authentication, for the connection.

  The query user can also issue queries to connections they have access to through the Data Explorer page and through integration tools. This role also allows viewing personal query logs.

Every account must have at least one active Administrator.

See Permissions and Access Control for more information about the scope of these roles.

By default, all CData Connect Spreadsheets users have an Administrator role. They have full Select, Insert, Update, Delete, and Execute permissions.

Users

The Users tab contains information about every user in Connect AI.

It contains the following information:

• The number of user seats that are available on your account.
• A row for every user on your account:
  • User displays the email address that is associated with the user.
  • Role indicates the user’s role.
  • Status shows the state of the user’s account (Active, Inactive, or Invited).
  • Edit and delete icons for the user. If the user’s status is Invited, there is also a resend icon to resend the user’s invitation.

Invite Users

To add users to your Connect AI account, follow these steps:

1. In the Users tab, click Invite Users to open the user invitation dialog.

2. Enter the email address of the user that you want to invite. To send multiple invitations at the same time, add a space between each email address.

   

   If you invite multiple users at the same time, they will have the same role(s) and permissions. You can change their role(s) and permissions individually after sending the invitation.
3. Select the Platform Role for the new user(s).

4. (Optional) Select a Custom Role for the new user(s).

5. (Query users only) Toggle on Support Access Privileges if you want the user(s) to be able to authorize support access to their account. Administrators can revoke support access at any time.

6. (Optional) Select Permissions for the new user(s). Select the allowed permissions for each entity (data connection or workspace) in the system. Administrators and User Administrators can edit permissions later.

   For more information about permissions, see Permissions and Access Control.

7. Click Send Invite. If a user is registered already to an email address that you enter, the dialog prompts you to enter a different email address.

Accept an Invitation

Follow these steps to set up access after receiving an invitation email:

1. Click Accept Invite in the invitation email to open the password creation page.

2. Create a password that meets the provided criteria. After you create a password, the login page appears.

3. Log in with your email address and your new password. After you log in, the sign-up page appears.

4. Enter your first name and last name.

5. Enter the account name and the invite code from the invitation email. Then, click Complete Sign Up.

   

Connect AI supports Single Sign-On (SSO) through popular SSO providers. If SSO is enabled on your account, the invitation flow uses your SSO provider instead of the manual password process.

Manage Invitations

If a user has a pending invitation that they have not accepted, their status displays as Invited. Click a pending user to view and manage their invitation.

On this page, you can view the pending user’s email address, the expiration time for the invitation, and the invite code. You can also manage the user’s invitation, as follows:

• To revoke the invitation and delete the user, click Delete User.
• To resend the invitation email to the entered email address, click Resend Invite.

Edit Users

Click a user in the list (or click the Edit button) to open the Edit User page.

This page contains the following information:

• Editable First Name and Last Name fields.
• A non-editable Email field.
• A drop-down menu to select the user’s System Role.
• A drop-down menu to select an additional Access Role (optional). These are any custom roles that were created.
• A toggle for enabling or disabling Support Access Privileges (query users only). If enabled, the query user can grant account access to the CData support team.
• Check boxes for toggling the user’s permissions for each data source. (Note that CData Connect Spreadsheets users do not have a permissions section, because they have full permissions.)

To save changes to the user, click Save Changes.

Delete Users

To delete the user, click Delete User.

If the user is the last remaining Administrator on your account, they cannot be deleted.

Roles

The Roles tab contains information about every role in Connect AI. Roles consist of predefined platform roles and custom roles.

It contains the following information:

• A row for every role in your account:
  • Role is the role name.
  • Privileges & Permissions is a short overview of the scope of the role.
  • Edit and delete icons for the role. Platform roles cannot be deleted.

Add a Custom Role

1. In the Roles tab, click Add Role to open the Add Role page.

   
2. Enter the Role Name.

3. Enter a short description of the role that will appear on the Roles list.

4. In the Entities tab, select the appropriate permissions for entities (data connections and workspaces) in your Connect AI instance. For more information about permissions, see Permissions and Access Control.

5. In the Users tab, click Assign Users to assign multiple users to the same custom role.

6. Select one or more users to assign to the role, and click Confirm.

7. Click Save Changes to save the role.

Edit a Role

You can modify any role or delete a custom role at any time by clicking the edit or delete icons in the Roles list.

In the Edit Role page, you can do the following:

• Edit the Role Name and Description fields (custom roles only).
• Edit the permissions for the role.
• Assign or delete the users assigned to the role.
• Delete the entire role (custom roles only).