Users

The Users tab allows you to create and manage users, assign them to groups, and view detailed user information. Use this area to set up user permissions, reset passwords, and control account status.

When to add users to groups

• Assigning permissions by role: Grant access to features, reports, or data models by adding users to groups with predefined permissions.
• Simplifying user management: Control access for multiple users at once by updating group membership instead of changing permissions individually.
• Organizing users by department or function: Group users based on job roles or departments to easily manage reporting lines and authorization scopes.

User actions

	Name	Description
	Edit	Edit the selected user's details.
	Unlock	Unlock a user account after it has been locked due to failed login attempts. After five failed login attempts, the user is locked out automatically.
	Disable	Deactivate the user account without deleting it, preventing login until re-enabled.
	Expire User Account	Set the user's account to expired, forcing a password change at next login or requiring admin action.
	Reset Password	Generate a new temporary password for the user. The user will be prompted to change it at next login.
	Copy Profile	Copy the selected user's settings and permissions. After copying, use Paste New to create a new user with the same configuration.
	Delete	Remove the user account. The ADMIN user account cannot be deleted.

Add a user

1. From the navigation panel, click the gear icon at the bottom. The Administration page opens.
2. Select Security, then Users.
3. Click New.
4. Fill in all required fields.
5. Click Create.

Users properties

Field	Description
Use Active Directory	Specify if you want to link the user to Active Directory or create a local user in SEI. If using AD, select a configured domain and user from the drop-down menus. Otherwise, enter domain, username, name, and email manually.
Domain	Specify the user's domain if using Active Directory.
User Name	Enter a unique username for the user.
Name	Enter the display name for the user.
Email	Enter the user’s email address.
General Role	Select the default general role, which determines overall user permissions.
Default Data Model Role	Select the role automatically applied for new data models; this role is used by default when authorizing model access.
Display Level	Set the highest authorization level for viewing data model columns.
Edit Level	Set the highest authorization level for editing data model columns.
Language	Set the user’s default language in SEI. Also used for distribution results in multi-language environments. The user can change this preference.
Culture	Set the locale, affecting date, time, and number formats (for example, English - US).
Administrator	Grant full administrator rights to this user. The user will have all admin permissions.
View Only	Designate the user as View Only for read-only access; this type cannot save views, dashboards, reports, or data entries and uses a different license.
Worksheet auto grey tones	Enable to automatically apply grey tones to worksheet rows for easier reading.
Optional Fields	Provide custom values to fill up to five optional fields in the Nectari database (SEC_USER_SETTINGS table, fields SET09–SET13). Expand this section to enter optional data.

Add a user to a group

You can assign users to groups to manage access rights collectively. To create additional groups, see Groups.

1. Select the user you want to add to a group from the user list.
2. In the Groups section, select the group should belong to.
3. Click the arrow button to move the selected group into the Member of section for the user.