User Management

Approving Users

New users require Administrator approval before they can log on. As an Admin, to approve a user you should follow the following steps:

1. Accounts for new users will be created in DataMagic automatically when they first sign in.
2. Administrators will have to manually approve new users before they are able to use the system.
3. You can do this by signing in and selecting the Admin menu on your left-hand side.
   
4. Find the desired user by scrolling or searching
5. Once selected press the Edit button or double click the entry.
   
6. You will then be able to toggle the Approved status of a user and select Save.
   
7. The user will now be able to refresh and use the system.

Adding Pre-approved users:

1. Sign into DataMagic
2. From the Admin menu, click Users.
   
3. Click the Create button, then in the dialog box that appears, enter the users details.
   
4. Take care in only providing the tenant administrator role to anyone who requires it.
   
5. Select the Approved check box and then Save.
   
6. The newly created user will now appear in the users table.
7. Now when the user signs in, they will not have to wait for tenant administrator to approve their account.
   

Resetting User Passwords:

Passwords are controlled by your organizations Microsoft platform, and is directly linked to DataMagic using Microsoft Authentication provider, due to this fact, you are unable to reset user passwords directly from DataMagic.

If you are still unsure on how to direct a user to reset their password, here's some tips that may help:

1. You can instruct the user to reset their password by heading to Office.com and attempting to sign in
2. If the user is successful, then inform them that these details are their credentials for accessing DataMagic
3. If the user is not successful, then they can click "Can't access your account?'" and go through Microsoft recovery process.

If the user is still unable to access their account, it would be worth speaking to your Organizations Microsoft or Office 365 Administrator for more assistance

Editing or deleting a user

In case where a user's name has changed and you need to update their profile to reflect this, please follow the instructions below.

1. Sign in, Select the Admin drop down menu on the left hand side of the page and then select Users.
   
2. Find the desired user by scrolling or searching
3. Once selected press the Edit button or double click the entry.
   
4. You will now be able to edit the user's name or email address, and you will also be able to delete a user if desired. (If accidental deletion occurs, the user will be required to sign up and an administrator will need to approve their account again)
   

Granting Administrator Permissions

Please follow the instructions below to grant a regular user the role of administrator.

1. To approve a user as an administrator, sign in and head to the Admin drop down menu on the left-hand side of the page and select Users.
   
2. Find the desired user by scrolling or searching
3. Once selected press the Edit button or double click the entry.
   
4. You will then be able to tick the Tenant Admin box and press Save.
   
5. The user will now be able to refresh and access the administration area.

If you need to remove administrator privileges, please follow the instructions above, taking note to untick the Tenant Admin box before saving