Managing Users

Administrator

This guide explains how to add, edit, and manage users within your DataCentral Tenant.

Adding a User

To add a new user to your Tenant:

1. Navigate to Administration > Users.
2. Click the Add User button.
3. Select the appropriate User Type (e.g., Azure AD, User Pass, Mobile ID, OTP).
4. Enter the user's name and identity details (the required fields depend on the selected user type). DataCentral 3.0.0 uses one Name field rather than separate first-name and surname fields.
5. Assign the user to one or more Organizational Units (OUs).
6. Assign the user to one or more Roles.
7. Click Save.

If you selected User Pass, you will be prompted to set an initial password for the user.

The Users administration list includes sortable Created and Last modified columns. Open the advanced filters and select a role to display only users assigned to that role. When you follow a user count from the Roles page, this filter is applied automatically.

Editing a User

To edit an existing user:

1. Navigate to Administration > Users.
2. Locate the user in the list or use the search bar.
3. Click the Edit icon next to the user's name.
4. Update the user's details, OUs, or Roles as needed.
5. Click Save.

Deleting a User

To remove a user from your Tenant:

1. Navigate to Administration > Users.
2. Locate the user in the list.
3. Click Actions
4. Click Delete
5. Confirm the deletion.

Note: Deleting a user permanently removes their access to DataCentral. It does not delete their underlying Entra ID account (if applicable).

Bulk Importing Users

For large deployments, you can bulk import users from an Excel file

1. Navigate to Administration > Users.
2. Click the Excel operations button.
3. Download the Excel template.
4. Fill out the template with the users' details, OUs, and Roles.
5. Upload the completed Excel file.
6. Refresh the page and see newly added users in user list

OTP users can be included in the Excel import. Ensure that each OTP user has a valid email address so they can receive their sign-in code.

Synchronizing Users with Entra ID

If your Tenant is configured with a Microsoft Graph Service Principal, you can automatically synchronize users from your Entra ID security groups into DataCentral Organizational Units.

1. Navigate to Administration > Organizational Units.
2. Select an OU that is linked to an Entra ID group.
3. Click the Sync button.
4. DataCentral will automatically add new users, update existing users, and remove users who are no longer in the Entra ID group.