Editing accounts

You can change the profile of any user or administrator account in CDP Data Visualization.

The following steps demonstrate how to change the username and permissions for an CDP Data Visualization user account; the process is the same for changing the administrative account.

  1. On the main navigation bar, click the Gear icon.
  2. In the drop-down menu, click Users & Groups.
    Figure 1. Selecting Users & Groups from Site Administration Menu
    Figure 2. Selecting Users & Groups from Site Administration Menu

    The Manage Users & Groups interface appears, open on the Users tab.

  3. In the list of registered users, do one of the following:
    • Click Username, click User1.
    • Click the icon, Pencil icon, that corresponds to that account.
    The Edit User modal window appears.
  4. In the Edit User modal window, change the following:
    1. Under Username, change the name from User1 to saralee.
    2. Under Permissions, click Admin user to change the permissions from a normal user to an admin user.
    Figure 3. Changing the Username and Permissions
  5. Click Save. The Manage Users & Groups page appears. Note that the username of User1 is changed to saralee and this user now has Admin permissions.
    Figure 4. Displaying New Username and New Permissions
  6. [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 5. Specifying or Editing the Technical User Name