Explore and manage your objects as described in the following sections:
Who is a User?
A user is anyone who interacts with your application. This can be split into several different user groups including but the defining line comes down to: Admins and Customers
It is best to thoroughly define your user groups before starting to configure your application.
Manage User Access
Create user groups with roles and permissions
Assign default application roles:
- Open settings from the User menu.
- Select
Global Settings
from the left navigation menu.
- Set Default User Role to desired role set in the roles and permissions.
- Select Save to keep your changed settings.
Make sure to always set a default role with limited access to your application. Higher levels of access may be granted later with directions in the next step.
To Edit a User:
- Open settings from the User menu.
- Select
Users
from the
Access Control
dropdown menu.
- Search for the user in the users list and select on the right hand side to edit.
- Select Save to keep your changed settings.
Delete a User
To delete a Data Source:
- Open settings from the User menu.
- Select Users from the Access Control menu.
- Search for the User in the list that you want to delete.
- Click the delete button. To see the delete button, you must have Delete options on the objects in one of the permission sets assigned to your user role.
