Overview

In Datafor, administrators can create new users and assign a User Type during the creation process. The selected user type determines the account's basic capabilities, not its complete access to resources or data.

For how User Types, Business Roles, file/folder ACLs, RLS, and OLS combine, including conflict rules and audit guidance, see Permission Evaluation Overview.

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1. Accessing User Management

1. Log in to the Datafor Admin Panel.
2. In the left-side menu, click “User Management”.
3. Select “Create User” to add a new user or edit an existing one.

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2. Configuring User Information

In the user editing interface, fill in the necessary details:

• Login Name: The unique identifier for the user.
• Password: Can be manually set or left blank for the user to set it.
• Name: The user’s full name.
• Email: The email address used for system notifications.
• Company, Department, Title: Optional fields that can be filled in as per organizational needs.

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3. Selecting a User Type

Choose the appropriate User Type from the dropdown menu:

User Type	Permissions
Reader (View-Only)	Can view granted reports, dashboards, and permitted data, but cannot create or edit content.
Creator (Content Creator)	Can create content and edit resources they own or have permission to edit; shared-resource ACLs and Data Security still apply.
Administrator (Admin)	Has full access, including user, permission, and system management.

Note: User types can be modified later by an administrator in the User Management interface.

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4. Assigning Business Roles (Optional)

• Business Roles group users into business audiences. Reference those roles in resource ACLs and Data Security policies to define access.
• All relevant memberships participate in evaluation. Adding a role can broaden access; a restrictive role is not automatically a denial of another role's grants. See the conflict reference.

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5. Submitting and Saving User Information

1. Ensure all user details are correctly filled out.
2. Click "Submit" to finalize user creation.

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6. User Type Selection Guide

User Type	Suitable For	Primary Use
Reader	Business users, executives	Viewing reports and data only.
Creator	Data analysts, report designers	Creating and modifying data content.
Administrator	IT admins, system operators	Managing users, data sources, and system configurations.

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7. Summary

• User Type defines basic permissions and should be assigned according to business needs.
• Administrators can modify User Types at any time in the User Management panel.
• Combining Business Roles with User Types allows for more fine-grained permission control.