Arctera Data Insight
- About Arctera Data Insight
- Dashboard
- Workspace
- Installing Collector Node
- Servers
- Data Sources
- Filers
- SharePoint Online
- OneDrive
- Directory Services
- Health and Monitoring
- Classification
- File Groups
- Reports
- Workflows
- Data Remediation
- Users and Access
Users and Roles
This page displays list of registered users along with details like Status, Role, and Scope. If there are multiple users, you can search specific user by typing the name in the Search bar.
You will not be able to add user in Data Insight but if you have sufficient privileges, you can edit roles assigned to the user or disable the user by clicking the Action menu on the right.
You can edit user role and enable/ disable specific user by clicking the kebab menu in line with the user details. The Administrator user from Arctera View Compliance and Governance Portal will be the Server Administrator in Arctera Data Insight . When the Server Administrator logs in for the first time, all other users will be in Unassigned role. You will not be able to add users in Data Insight. All users created in Arctera View Compliance and Governance Portal will be synced in Data Insight
Role Based Access for Data Insight is as follows:
Role name | Description |
---|---|
Server Administrator | Server Administrator role allows the user to perform all actions in the Arctera Data Insight Console. This includes setting up all infrastructure like data sources, users and so on. |
Product Administrator | Product administrator role allows the user to manage data sources settings but it does not allow the user to add or delete data sources. |
User Administrator | The User Administrator role allows the user to assign Arctera Data Insight roles to users. A user with the User Administrator role cannot set up other infrastructure like data sources. |
User | User role allows the user to view workspace and dashboard data. This role also has access to selected data sources and repositories |
Unassigned | Unassigned user can log in and view tasks by navigating to Workflows > Tasks only if any workflow is assigned. |
All users can see assigned tasks and take action on it.
Note:
The logged in user will not be able to edit or disable own account.
To edit user role
- Click the Action menu next to the role and click Edit.
- Edit Data Insight User pop-up appears.
- User Name and Domain Name are not editable.
- You can change the user role by selecting from Server Administrator, Product Administrator, User, and User Administrator.
- For Product Administrator and User roles, you can grant or revoke access to data sources and repositories.
- Click the data sources or repositories to grant access.
- Click the X mark next to the selected data sources or repositories to revoke access.
- Click Save to complete the process.