Add a new user as a system administrator

1. Log in to Symphony as a system administrator.

2. Select Users from the Administration menu in Visual Data Discovery. The Users work area opens.

3. Select New User. A Create User pop up window opens.

   

4. Supply values for the User Name, Full Name, Email, and Password. These are required fields.

   Important: You must select a tenant for a user or add them as a Global User to finish creating the user account.

5. Assign the user to one or more Tenants, or enable the Global User toggle to make them a global user.

   • If you enable the toggle Global, the user has access to all global content and Visual Data Discovery content outside of individual tenants. Optionally, enable VDD Content Distributor to allow this user to import and share content to users and tenants.

   • If you leave the toggle Global disabled, you must add the user to at least one tenant.

6. Optionally, enable the toggle Administrator to make them an administrator. All administrator users have the same ability to import and share content as members of the Content Distributors group.

   • If this is a Global user, the new user is a System Administrator.

   • If this is a member of one or more Tenants, the new user is a tenant administrator for those tenants.

7. No other fields are required, but you can use this work area to select a language for the user, select region presets, and a time zone. If these settings affect how numbers, currencies, and times are displayed, a preview is shown.

8. Select Create User to create the new user. A success message appears, and you are returned to the Users work area.

Note: You can also switch to the Custom Attributes tab to define custom attributes for this user for use in your environment. See Specify A User's Regional Settings.

Create a new user as a tenant administrator

1. Log in to Symphony as a tenant admin.

2. Verify you are in the appropriate tenant (if you are the administrator for multiple tenants).

   Note: Use the Switch Tenant option in your Profile of the Visual Data Discovery menu to switch to eh appropriate tenant if needed.

3. Select Users from the Administration menu in Visual Data Discovery. The Users work area opens.

4. Select New User. A Create User pop up window opens.

   

5. Supply values for the User Name, Full Name, Email, and Password.

6. Optionally, enable the toggle Administrator to make them an administrator of this tenant.

7. No other fields are required, but you can use this work area to select a language for the user, select region presets, and a time zone. If these settings affect how numbers, currencies, and times are displayed, a preview is shown. See Specify A User's Regional Settings.

8. Select Create User to create the new user in this tenant and as a tenant admin (if Administrator is enabled) for this tenant. A success message appears, and you are returned to the User work area.

Note: You can also switch to the Custom Attributes tab define custom attributes for this user for use in your environment.

Add a new user as a system administrator

1. Log in to Symphony as a system administrator.

2. Select Users from the main menu. The Users work area opens.

3. Select Create. A Create user pop up dialog opens.

   

4. Supply values for the User name, Full name, Email, and Password.

   Important: You must select a tenant for a user or add them as a Global User to finish creating the user account.

5. Assign the user to one or more Tenants, or enable the Global User toggle to make them a global user.

   • If you enable the toggle Global, the user has access to all global content and Visual Data Discovery content outside of individual tenants. Optionally, enable VDD Content Distributor to allow this user to import and share content to users and tenants.

   • If you leave the toggle Global disabled, you must add the user to at least one tenant.

6. Optionally, enable the toggle Administrator to make them an administrator. All administrator users have the same ability to import and share content as members of the Content Distributors group.

   • If this is a Globaluser , the new user is a System Administrator.

   • If this is a member of one or more Tenants, the new user is a tenant administrator for those tenants.

7. Select Create user to create the new user. A success message appears, and you are returned to the User work area.

Create a new user as a tenant administrator

1. Log in to Symphony as a tenant admin.

2. Verify you're in the appropriate tenant (if you are the administrator for multiple tenants) by selecting My Tenants from the main menu.

3. Select Users from the main menu. The Users work area opens.

4. Select Create. A Create user pop up dialog opens.

   

5. Supply values for the User name, Full name, Email, and Password.

6. Optionally, enable the toggle Administrator to make them an administrator of the tenant you're working in and adding them to.

7. Select Create user to create the new user. A success message appears, and you are returned to the User work area.