Manage users in Angles for Oracle

To manage users in Angles for Oracle, perform the following:

1. Create Users and Assign Licenses in Platform

2. Synchronize Users in Angles Hub

3. Create User Groups in Angles Hub

4. Provide Access to Workspaces in Angles Hub

Create Users and Assign Licenses in Platform

This topic describes how to add a user and assign an appropriate license to the user.

1. Go to insightsoftware Platform and create users by choosing one of the following options:

   1. Select the plus sign (+) on the sidebar and select Add.

   2. Go to Users on the sidebar and select Create User.

      Note: Only Account Managers can see the Users icon on the side navigation bar.

2. On the Create User dialog, enter a First Name, Last Name, and Email. The email serves as the username.

3. Optionally, create or edit or remove users and assign or unassign product licenses by selecting Account Manager toggle.

4. Optionally, select the Assign checkbox to grant license type to the users.

5. The four types of licenses are as follows:

   1. Administrator

   2. Designer

   3. Power User

   4. Viewer

   Note: License types are based on the product and some products do not use all four license types. If you do not select a license type, the user will be able to sign in but cannot access any applications.

6. Optionally, clear Send registration email checkbox if you want to send the registration email to the user later. For example, when the account manager is adding multiple users in bulk but does not want to send notifications.

7. Select Create User.

8. When you add new users, the Users page displays all the users added to the account and the activation statuses of users accounts such as Pending or Active.

   Note: The Account Manager can create multiple users at once. For more information, see Import Bulk User in Manage Users.

For other information, such as filter users, edit users, and remove users, see Manage Users.

Synchronize Users in Angles Hub

To synchronize users, sign in to the Angles Hub and perform the following steps:

1. Click Administrator > Users. The Users page is displayed.

2. To synchronize the users between Platform and Angles Hub, click Synchronize Users.

Create User Groups in Angles Hub

To create user groups, sign in to the Angles Hub and perform the following steps:

1. Click Administrator > User Groups. The User Groups page is displayed.

2. Click Create User Group. The Create User Groups window is displayed.

3. Enter the required details and click Save.

4. To add read/write permissions to the User Groups, click Provide access to Workspaces.

Provide Access to Workspaces in Angles Hub

To provide access to workspaces, sign in to the Angles Hub and perform the following steps:

1. Click Workspaces. The Workspaces page is displayed.

2. Click Lock for the workspace you want to add permissions.

3. In Add Permissions > User Groups, select the desired user group, provide read and/or write access, and then click Add.

4. In Edit Permissions, you can edit read/write permissions provided to the user groups.

5. Click Save.