---
title: Users
description: Manage users including creating, editing, unlocking, resetting passwords, and assigning roles within the Administration module.
---

import { Aside, Steps } from '@astrojs/starlight/components';
import { MediaPlayerComponent } from "../../../../components/video-player";
import RunScript from "../../../../components/RunScript.astro";

# Users

<MediaPlayerComponent video="Add-A-New-User-In-Infoveave.mp4"
chapters={[

  {
    "start": 0,
    "end": 4,
    "text": "Click Users under Administration",
    "description": "To begin, navigate to the Administration menu. From the dropdown, select Users to view the existing user accounts."
  },
  {
    "start": 4,
    "end": 5,
    "text": "Create a New User",
    "description": "Once the Users page loads, locate and click the New User button, typically found in the top-right corner of the user list, to open the user creation form."
  },
  {
    "start": 5,
    "end": 8,
    "text": "Define User Role",
    "description": "In the Role field, click the dropdown and select the appropriate role for the new user. For this example, choose Creator."
  },
  {
    "start": 8,
    "end": 17,
    "text": "Enter User Details",
    "description": "Fill in the required user information: enter peter for User name, Peter for First name, Doe for Last name, and peterdoe@infoveave.com for Email."
  },
  {
    "start": 17,
    "end": 19,
    "text": "Assign Datasource Access",
    "description": "In the Datasources section, select the datasources this user should have access to. Check the box next to Employee Dataset to grant access to that specific data."
  },
  {
    "start": 19,
    "end": 27,
    "text": "Add Context Filter",
    "description": "Under the Context section, click + Add filter. From the dropdown, select Name. In the value field, type Alice Brown and select it from the suggestions to add a context filter for the user."
  },
  {
    "start": 27,
    "end": 34,
    "text": "Save New User",
    "description": "Finally, click the Save button in the top-right corner to create the new user account. The system will process the request and add the user to the list."
  }


]}
poster="/images/introduction-poster.png"
posterText="Adding A New User In Infoveave"
client:load/>

Manage Infoveave users using the **Infoveave Administration** module. You can create or add new users, unlock and reset users, and add or delete users.

## Creating a User


![Users](/images/Administration/Users/Users.png)

<Steps>
1. To add a user in Infoveave, click on **Administration** <i class="fa-duotone fa-regular fa-arrow-right"></i> **Users**. All users created by you will be displayed under the **Users** tab.
2. Click on **New User** to create a user.
![new user](/images/Administration/Users/createnewuser.png)
3. Select the appropriate **Role** for the new user.

   In the **SAAS version** of Infoveave, there are two primary roles available
   * **Creator** This role is designed for users who require access to various features for creating, managing, and analyzing data. These features include designing Infoboards, generating reports, and performing analysis.
   * **Viewer** The Viewer role is intended for users who need to access and view data, Infoboards, and reports. These users do not require the full set of features available to Studio users.

   In the **Enterprise version** of Infoveave, the system administrator has the flexibility to create custom roles based on the specific features required for different roles within the organization.
4. Enter the user’s credentials and information in the following fields
   * **User name** Provide a unique username for the new user.
   * **First name** Enter the user’s first name.
   * **Last name** Enter the user’s last name.
   * **Email** Input the user’s email address.
5. Use the **Clone user** feature to replicate the roles and permissions of an existing user to the new user if required.
6. For **Data Protection**, you have three options.
   
   **No Hashing** If you select No Hashing, anyone can access the data.

   **One way Hashing** If a user is one way hashed, that particular user cannot access the hashed data.

   **Two way Hashing** If a user is two way hashed, that particular user can access the data only if they have the credentials.

6. Select the Datasources from the available list that you want the new user to access.
   * Click the <i class="fa-duotone fa-regular fa-chevron-right"></i> icon to share the selected Datasource with the user.
   * To remove a specific Datasource from the shared list, choose the Datasource and click the <i class="fa-duotone fa-regular fa-chevron-left"></i> icon.
7. Apply dimension filters to control what data the new user can see if required.
   * Click on **+Add filter** and choose a **Dimension** from the shared Datasources under **Context**.
   * Select the conditional filter **is, is not, in, or not in**.
   * Select the specific **Value** for the conditional filter.
8. Click on the **Save** button to create the new user account with the assigned role, Datasource access, and dimension filters.
</Steps>



<Aside type="tip">
Opting to **Clone** a user eliminates the necessity of defining Datasources and dimension filters.
</Aside>

## Locking or Unlocking a User

Infoveave allows you to lock or unlock users. This feature helps you prevent a user from accessing Infoveave for particular reasons. If a user attempts to log in multiple times with an incorrect password, their account may become locked as a security precaution. The **Unlock user** option in Infoveave allows you to manage and clear such locked account activities.

To lock or unlock a user in Infoveave, follow these steps.

<Steps>
1. Navigate to **Administration** <i class="fa-duotone fa-regular fa-arrow-right"></i> **Users**.
2. Find the specific user that you want to lock or unlock.
3. To lock or unlock a user, click on the **Lock/Unlock** <i class="fa-duotone fa-regular fa-lock"></i>/<i class="fa-duotone fa-regular fa-lock-open"></i> icon associated with the user.
</Steps>

## Resetting a User Password

Infoveave allows users to reset passwords, ensuring the security and accessibility of user accounts. Here are the steps to reset a user’s password in Infoveave.

<Steps>
1. Navigate to **Administration** <i class="fa-duotone fa-regular fa-arrow-right"></i> **Users**.
2. Locate the specific user whose password you want to reset.
3. Click on the **Reset password** option associated with the user.
</Steps>

<Aside>
Once the password reset process is completed, the user will receive the new login credentials via email.
</Aside>

## Editing a User

Edit users to ensure that their details reflect and meet your evolving requirements.

To modify a user in Infoveave, follow these steps.

<Steps>
1. Navigate to **Administration** <i class="fa-duotone fa-regular fa-arrow-right"></i> **Users**.
2. Find the specific user that you want to edit.
3. Click on the **Edit** icon <i class="fa-duotone fa-regular fa-pen"></i> associated with the user.
4. After making the necessary modifications, click on the **Save** button to save your edit.
</Steps>

## Deleting a User

![delete user](/images/Administration/Users/deleteuser.png)

To delete a user in Infoveave, follow these simple steps.

<Steps>
1. Navigate to **Administration** <i class="fa-duotone fa-regular fa-arrow-right"></i> **Users**.
2. Find the user you want to delete.
3. Choose the deletion method.
4. Decide whether you want to permanently delete the user or transfer their content to another user.
    
    **Permanent delete**

    * Select the **Permanently delete** option.
    * Confirm the deletion by clicking **Yes**.
    * The user’s account and associated content will be permanently removed from Infoveave.

    **Transfer to another user**

    * Select the **Transfer to another user** option.
    * A drop-down menu will appear, allowing you to select the user to whom the content should be transferred. Choose the appropriate user from the list.
    * Click **Yes** to confirm.
    * The user’s content will be transferred to the selected user, and then the original user’s account will be deleted.
</Steps>

<Aside type="caution">
Please be cautious when deleting a user, as the action cannot be undone once completed.
</Aside>