User Management

Create a New User in DataEngine

This guide explains step by step how you can create a new user in your DataEngine. Follow these instructions to successfully add new users.

Step 1: Access User Management

  1. Open your DataEngine and look at the black navigation bar on the right side of the browser window.
  2. Click on User Management.

Step 2: Create a New User

There are two ways to start the process:

  1. Via the “Users” menu item:
    • Hover your mouse over the Users menu item in the horizontal main navigation bar.
    • Then click on Create New User.
  2. Via the left navigation:
    • Expand the left navigation menu.
    • Click on Create New User.

Step 3: Fill in the User Profile

You will now be redirected to the input form for the User Profile. Here are some fields you need to fill out:

  • Username: The username must be unique.
  • Last Name
  • Status: The default status is “Active”.
  • Email Address: The email address must also be unique and a business address.

Step 4: Define User Type

Select the user type:

  • Normal User
  • System Administrator

Step 5: Optional: Employee Details

The employee details are optional and can be filled out by the user themselves.

Step 6: Activate User Management Option

The User Management option gives the user the right to create new users without being an administrator. Carefully consider to whom you grant these rights.

Step 7: Additional Settings

All other settings can remain at their default values. The user can adjust them themselves after logging in.

Step 8: Password Delivery

The password will be automatically sent via email to the new user, provided this function has not been explicitly deactivated in the password management.

Notes

  1. Multi-Factor Authentication (MFA): MFA methods set by the user cannot be created or reset by the administrator. Please remind users to securely store their backup codes.
  2. Deactivation upon Departure: If a user leaves the company, set their status to Inactive and change the employee status to “Terminated” to block login access.

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