The following steps demonstrate how to create a new user account.
On the main navigation bar, click the gear icon.
In the drop-down menu, click Users & Groups.
Figure 1. Selecting Users & Groups from Site Administration MenuFigure 2. Selecting Users & Groups from Site Administration Menu
The Manage Users & Groups interface appears, open on the
Users tab.
Click New User.
Figure 3. Creating a New User
New User modal window appears.
In the New User modal window,
Enter Username. We entered User1.
Under First Name enter Sara and under Last
Name enter Lee. These values can also be picked up from LDAP user
definitions.
Enter Password. We recommend that you consider the following
considerations, when you enter your password: Ensure that the password meets the
minimum security requirements specified for the CDP Data Visualization instance. See Setting user password requirements. After five
failed login attempts, CDP Data Visualization locks out the user.
To change the account lockout configuration settings or to unlock the user, see http://documentation.arcadiadata.com/latest/pages/topics/account-lockout-configuration.html. Check Show Password to copy the password and share it with
the designated user.
Under Permissions, select Normal
user.
[Optional] In the Groups tab, under Group
Membership, use the Search box to find user
groups, and assign the new user to existing groups by selecting user groups on the
left list, and then clicking Add to move them to the right. We
added the user to the admin_group group. See additional
information on adding users to user
groups.
[Optional] In the Roles tab, under
Roles, use the Search box to find
roles, and assign the new user to existing roles by selecting roles on the left list,
and then clicking Add to move them to the right. See additional
information on adding users to roles.
[Optional] The Technical User Name option in the New
User and Edit User window modals enables the
system administrator to specify or edit an alternate name for connection access when
using impersonation. Normally, connection access with enabled impersonation delivers
the CDP Data Visualization username to the data source. When
using this new mode and configuring the CDP Data Visualization
users with a proxy username, the data source receives this proxy username instead. To
enable this feature, set the python parameter PROFILE_PROXY_USERNAME
to True. Figure 4. Specifying or Editing the Technical User Name
Click Save.
Figure 5. New User Setup
After the operation succeeds, you will see the Manage Users &
Groups page, open on the Users tab. Note that the user
User1 is part of the list, the account permissions are set to Normal, status
is Active, date joined is 11 minutes ago, and last login is Never.
Figure 6. Manage Users & Groups, List of Users Showing New CDP Data Visualization User Added
Note, when the User1 logs in, the first name and last name of the user appears in
the top right corner of the navigation bar.
Figure 7. Display First Name and Last Name in the Navigation Bar
After the new user logs in, notice that the date joined changes from 11 minutes ago
to 21 minutes ago, and the last login changes from Never to a few seconds
ago.
Figure 8. Display Change in Date Joined and Last Login Time