Users

This is where you manage user accounts within your DataStream organization. You can create new users, assign roles and permissions, monitor activity, and control access across your platform.

Accessing User Management

The Users interface is accessible through two paths:

From Organization,

1. Navigate to Home > Organization pane
2. Click Manage Users.

Alternatively,

1. Click the hamburger menu in the top left corner
2. Select Organization > Users.

Users Interface

The main Users view provides a comprehensive view for managing all user accounts within your organization. The interface includes several key components:

Users Table

The central table displays essential information for all registered users:

• Full name - First and last name of each user
• Email - Primary contact address and sign-in credential
• User Role - Assigned role defining permissions and access levels
• Status - Current account status (Active or Passive)

Controls

Above the table, you'll find the Search users field on the left for locating users by name or email, and a Status filter dropdown to show All, Active, or Passive accounts. The Add new user button appears in the top right corner.

At the bottom of the table, pagination controls let you adjust Items per page (in multiples of 10, scaled to the total user count) and navigate between pages.

Actions Menu

On the right side of each user row, a vertical ellipsis (⋮) opens the Actions dropdown. From here you can select

• Manage user to open detailed configuration,
• Delete user to remove the account from the organization, or
• Disable user / Enable user to toggle access without deletion.

The Delete user and Disable user / Enable user items are not available on the Owner's account row.

User Drawer

Clicking a user's name in the table opens a quick-view drawer with two sections: User Details (Full name, Email, User Role, Timezone Preferences, Language, Status) and Authentication (Multi-Factor Authentication, Single Sign-On) — the Single Sign-On value shows the effective state, reading Enabled whenever the organization enforces SSO even if the user's own setting is off. The Manage user button at the bottom navigates to the full User Details page.

Creating New Users

To add a new user to your organization:

1. Click the Add new user button in the Users interface
2. Enter all required user details (see User Details section below).
3. Configure initial permissions and role assignments
4. Click Add user to complete the creation process

The new user will appear in the Users table.

Important

The Add new user button is visible only to users with the user-create permission.

If account creation fails, the most common cause is a duplicate email address: each email must be unique within the organization.

User Account Configuration

When creating or managing users, you'll configure several key areas of account information:

User Details

This section contains the core account information.

• Enter the user's full name for identification and their User email, which serves as both the authentication credential and notification contact. The email must be valid and current.
• You can also set the user's Timezone preference for date and time display and their preferred interface language.

Authentication

• The Enable SSO toggle controls whether the user signs in through the organization's Single Sign-On provider. An info notice reflects whether SSO is configured for the organization and included in its plan. When it is not, the toggle is disabled and the notice offers Set up SSO or Compare plans.
• Under Select password setup method, choose one of two options:
  • Send an email to user to setup their password (Recommended) - The user receives an email with password setup instructions
  • Create a password for user - Set a password directly; the user can change it later

Role Assignment

Under the Select role and user permissions heading, a role table with a Search for roles field lets you select exactly one role for the user.

Available User Roles

The system provides four built-in roles, plus any custom roles defined on the Roles page:

• User (Read only) - Read-only access to all files, with no access to edit/delete actions
• Contributor - Read, edit, and create all files and make configurations
• Admin - Same abilities as Owner (read, edit, and delete all files and make configurations) but cannot change owner information
• Owner - Read, edit, and delete all files and make configurations

Managing Existing Users

The user management system provides comprehensive tools for maintaining and monitoring user accounts:

Edit

To modify an existing user account:

1. In the Users table, locate the user you want to modify
2. Click the Actions menu (⋮) and select Manage user to open the User Details page (clicking the user's name instead opens the quick-view drawer, whose Manage user button leads to the same page)
3. Click Manage user details to activate the editing form
4. Modify any of the configurable fields as needed
5. Make role changes if you have sufficient permissions
6. Click Save changes to apply your modifications

Changes take effect immediately.

note

The Enable SSO toggle on this form is locked in two cases: on and locked while the organization enforces SSO, and off and locked for the organization owner, who always signs in with a password.

Roles

Role changes may require transfer of ownership for certain resources or configurations.

note

You cannot assign a role with higher permissions than your own. To elevate a user to Admin, the change must be made by an existing Admin or organization Owner.

Status

Users can be temporarily disabled without deletion. Disabling a user blocks their access while preserving all account data—the user cannot sign in, but their information remains intact and the action can be reversed at any time.

To restore access for a previously disabled account, enable the user. All previous permissions and configurations are maintained.

Delete

To remove a user from the organization:

1. Open the Actions menu (⋮) in the Users table
2. Select Delete user

Alternatively, from the User Details page, click Actions > Delete.

warning

Deletion cannot be undone from the interface — the account has to be invited again.

Access records and audit history are kept. The account is marked deleted rather than erased, so the audit trail of what it did remains intact and readable. Deletion is not a way to remove a user's history.

It also removes the user from this organization only. An account belonging to more than one tenant keeps the others, and is marked deleted at the account level only once its last organization membership is gone.

User Activity Monitoring

The system provides comprehensive activity tracking through the Access Details section, which maintains detailed logs of user interactions:

Log Fields

The access log captures essential details for security and audit purposes:

• Email - User identification for the logged activity
• User IP - Source IP address during access session
• User ID - Internal identifier assigned to the user account
• Object Type - Category of system resource accessed
• Object - Specific name of the accessed resource
• Action - Type of operation performed
• Action Description - Detailed explanation of the performed task
• Date - Timestamp of the access event

Notes

• Accounts marked Passive in the Users table are disabled and must be re-enabled before the user can authenticate.