Creating Users and Assigning Roles

Creating users and assigning roles to them enables your team to access erwin Data Intelligence Suite (DI Suite) modules and projects. Follow the steps below to create users and assign them roles to define their access-level permissions.

Note: The Administrator user is available by default and you cannot edit or delete this user.

To create users, follow these steps:

  1. Go to Application Menu > Data Catalog > Resource Manager > Users.
  2. Under the Users Tree pane, right-click the Users node and click New User.

    3. The New User page appears.

  3. Enter appropriate values in the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

    4. Field Name

    Description

    User Type

    Specifies whether the user type is Database, LDAP, or SAML.

    For example, Database.

       

    User ID

    Specifies the user name of the user to log on to erwin DI Suite.

    For example, janedoe.

    User Full Name

    Specifies the user's full name.

    For example, Jane Doe.

    Password

    Specifies the password to log on to erwin DI Suite.

    For example, Janedoe@1.

    The Administrator provides a default password, which can be changed later.

    Mobile

    Specifies the user's valid mobile number.

    For example, +658374414288.

    Company Title

    Specifies the user's company title or designation.

    For example, Data Administrator.

    Default Role

    Specifies the default role of the user.

    For example, Mapping Admin.

    Landing Module

    Specifies the landing module for the user.

    For example, Mapping Manager.

    The Landing Module is the first page displayed when a user logs in.

    User Roles

    Select roles under Available Roles list-box and move them to Assigned Roles list-box using the arrows ( or ). Similarly, to change existing role assignment, select roles under Assigned Roles list-box and move them back to Available Roles list-box using the arrows ( or ).

    For adding a new role under the Available Roles list-box, refer to the Creating Roles topic.

    Telephone Number

    Specifies the valid telephone number of the user.

    For example, 1-800-783-7946.

    Email ID

    Specifies the user's email address.

    For example, jane.doe@mauris.edu

    Alternate Telephone Number

    Specifies the user's valid alternate telephone number.

    For example, 1-802-456-7946.

    Manager Name

    Specifies the name of the user's reporting manager.

    For example, John Doe.

    Company

    Specifies the name of the user's company.

    For example, ABC Consulting Services.

    Send Email

    Specifies whether to send email to the user's email ID.

    Select the Send Email check box to send an email notification to the user's email ID. For more information on configuring notifications, refer to the Configuring Notifications topic.

    Theme

    Specifies the theme for the user to set the appearance of erwin DI Suite.

    By default, it is set to erwin (Web Blue).

    Language Preference

    Specifies the language preferred by the user.

    For example, English.

    For more information on language settings, refer to the Configuring Language Settings topic.

    User Image

    Specifies the physical image file being attached to the user.

    Drag and drop a user's image file or click to select and upload the image file.
  4. Click .

    5. A new user is created and added to the Users tree.

Managing users involves the following:

  • Editing or deleting Users
  • Monitoring User Account Activities
  • Viewing User Assignments