User Management

The User Management menu is used to manage Data Touch users, roles, and access assignments.

The menu contains the following submenus:

• Users
• Roles

Use the Users page to create and manage user accounts and assign roles or permissions. Use the Roles page to create and manage roles that can be assigned to users.

Users

The Users page displays the user accounts configured in Data Touch.

The user list includes the following information:

Column	Description
Username	Username associated with the account.
Email	Email address of the user.
Last Name	Last name of the user.
First Name	First name of the user.
Status	Current status of the user account.
Actions	Actions available for managing the user.

Search for users

Use the Search field to find users in the list.

To search for a user:

1. Enter a search value.
2. Select the Search button.

Select Clear to reset the search criteria.

Add a user

Select + Add User to open the Add User panel.

The following fields are available:

Field	Description
Required User Actions (optional)	Specifies additional user actions associated with the account.
Username	Specifies the username used by the account.
Email	Specifies the user's email address.
Password	Specifies the password for the user account.
Confirm Password	Confirms the password entered for the account.
First Name	Specifies the user's first name.
Last Name	Specifies the user's last name.

You can also configure the user's access by using:

• + Join Roles
• + Assign Permissions

Assign roles

Select + Join Roles to associate one or more roles with the user.

Roles provide a reusable way to assign access based on the role definitions configured under User Management > Roles.

Assign permissions

Select + Assign Permissions to assign permissions directly to the user.

Use this option when access permissions need to be configured specifically for an individual user.

Create the user

To create a user:

1. Configure Required User Actions, if required.
2. Enter the Username.
3. Enter the Email address.
4. Enter the Password.
5. Enter the same password in Confirm Password.
6. Enter the user's First Name and Last Name.
7. Assign roles by selecting + Join Roles, if required.
8. Assign permissions by selecting + Assign Permissions, if required.
9. Select + Add User.

Select Cancel to close the panel without creating the user.

User actions

The Actions column provides the following operations for each user:

• Edit — Opens the selected user for editing.
• Delete — Deletes the selected user.

Edit a user

Select Edit to modify the selected user's configuration.

Update the required information, and then save the changes.

Delete a user

Select Delete to remove an individual user.

Warning

Verify that the user account is no longer required before deleting it.

Delete multiple users

The checkboxes in the user list allow you to select one or more users.

To delete multiple users:

1. Select the checkboxes for the users you want to delete.
2. Select Delete User.

The checkbox in the table header can be used to select multiple displayed records.

Warning

Review the selected users before performing a bulk delete operation.

Roles

The Roles page is used to create and manage roles that can be assigned to users.

The role list includes the following information:

Column	Description
Name	Name of the role.
Actions	Actions available for managing the role.

Search for roles

Use the Search field to find roles in the list.

To search for a role:

1. Enter a search value.
2. Select the Search button.

Select Clear to reset the search criteria.

Add a role

Select + Add Role to open the Add Role panel.

Enter the role name in Name, and then select + Add Role.

Select Cancel to close the panel without creating the role.

Role actions

The Actions column provides the following operations for each role:

• Edit — Modifies the selected role.
• Delete — Deletes the selected role.

Edit a role

Select Edit to modify the selected role.

Update the required information, and then save the changes.

Delete a role

Select Delete to remove an individual role.

Warning

Before deleting a role, verify that it is no longer required for user access assignments.

Delete multiple roles

Use the checkboxes in the role list to select one or more roles.

To delete multiple roles:

1. Select the roles you want to delete.
2. Select Delete Role.

The checkbox in the table header can be used to select multiple displayed records.

Warning

Review the selected roles before performing a bulk delete operation.