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32.1 Users

Everyone who uses Datashop, Modeller or Enterprise Manager needs a user in the project. Users are managed on Enterprise Manager's Users page.

Creating a User

  1. On the Users page, select a folder (or create one with the folder button).
  2. Click + (New..., Ctrl+U).
  3. Fill in the General tab, click Set Password and enter the password twice.
  4. Click OK.

For SQL Server data sources with Windows authentication, Enterprise Manager offers to create database logins for the user (read access to the data, read/write to the project database). Accept if users connect with their Windows accounts – see 21.2 Connecting to a Database.

Users are saved as soon as you click OK.

User Properties

User properties The General tab.

Tab Settings
General Login (the user name, unique), Domain (for browser login to Datashop Web), Full name, Description, Set Password, Active, Allow browser authentication; Regional settings (separators and date formats – leave empty for Windows defaults) and User language
Profile Private folder – the workbook folder the user sees; Startup workbook; Profile picture
Filter The user's data filter – see 32.2 Security and Data Access
Favorites The user's favorite objects (read-only)
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Users see and change some of these themselves – see 4.5 Your User Settings. The Filter tab, Private folder, Login and Active can only be changed in Enterprise Manager.

The Profile tab

Deactivating and Deleting

  • Untick Active to stop a user from logging in, e.g. when someone leaves. Their favorites and settings are kept.
  • Delete removes the user. Folders can only be deleted when empty.

Copying a User

Copy a user and paste it to create a similar one – the copy opens for editing. The copy keeps the original's password: always set a new one.

The Administrator

Every project has the built-in user Administrator in the System folder. It can't be deleted or deactivated, and is the only user who sees all workbook folders regardless of private folders.

[!WARNING] New projects have the Administrator password system. Change it right away with Set Password. Don't rename the Administrator – some features find it by its name.

Tips – Users

  • Organize users in folders by department – it makes large projects easier to manage.
  • Set Private folder for users who should only see their department's workbooks.