Inforiver
EDITable
EDITable
  • Introduction to EDITable
    • Why EDITable?
    • Supported Database Connections
  • Get Started
    • EDITable Pre-requisites
      • Admin consent for EDITable's Entra ID
        • Basic consent
        • Full admin consent
    • Install EDITable
    • Add EDITable visual
  • Getting Data into EDITable
    • Connect to Data
      • Get data
      • Assign fields
      • Configuration Steps
        • Configure source
        • Configure Columns
        • Configure Type 2 SCDs (Optional)
    • Create a Table
      • Create From Scratch
      • Use Existing Table
      • Import Data
  • Working with EDITable
    • EDITable interface
    • Manage Columns
      • General
      • Constraints
      • Lookup and Relation
      • Display
      • Import/Export Configuration
      • Add Database Column
      • Insert Column
    • Column Access Control
    • Row Identification
    • Table Operations (Insert/Update/Delete)
      • Edit data
      • Bulk Edit
      • Find and Replace
      • Insert rows
      • Insert Column
      • Import rows
      • Delete rows
      • Duplicate rows
      • Copy rows
      • Preview Changes
      • Reset Changes
    • Explore data
      • Search and filter
      • Sort and reorder
      • Show/Hide columns
      • Pin columns
      • Group Rows By
      • Summarize Column
    • Basic formatting
    • Conditional Formatting
  • Row Access Control
  • Approval Workflow
    • Review Changes - Workflow process
  • Type 2 SCDs
    • Configuring Type 2 SCDs in EDITable
  • Audit logs
  • Webhook
  • Display Settings
  • Commenting and Collaboration
    • Assign users & task status
    • View all comments & track changes
    • Comment Settings
  • Admin Portal & EDITable Console
    • Tables
    • Transaction Logs
    • Insights (Metrics)
    • Utility
      • Download Report
      • Pipeline
        • Power BI & EDITable deployment pipelines
        • Deployment in different destinations
        • Trigger deployment pipeline from external applications
        • Logs & other pipeline options
    • Manage Profile
    • Admin Portal
      • User Management
      • Settings
        • General Settings
        • Writeback Settings
          • Settings
          • EDITable managed DB
        • API token
    • Onboarding Actions
  • Formula and Functions
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEIF
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • LOG
      • MAX
      • MIN
      • PCT
      • POWER
    • Text formatting functions
    • Date functions
      • DATE
      • DATE.FORMAT
    • Other operators
  • Keyboard Shortcuts
  • Release Notes
    • EDITable - v1.7.5
    • EDITable - v1.7
    • EDITable - v1.6.5
    • EDITable - v1.6
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On this page
  • 1. Search & Sorting Options
  • 2. User Details Panel
  • 3. Add a Member
  • 3.1. Adding a New Member
  • 3.2. Remove a Member
  • 4. Bulk Upload
  • 4.1. Bulk upload from CSV
  • 4.2. Bulk upload from AD Group
  1. Admin Portal & EDITable Console
  2. Admin Portal

User Management

PreviousAdmin PortalNextSettings

Last updated 2 months ago

The main panel displays a list of all users with the following columns:

  • Username: The username of the user.

  • Added At: The date and time the user was added.

  • Last Login: The time when the user last logged in.

1. Search & Sorting Options

On the right side of the panel, you can find sorting options to organize the user list. You can sort by:

  • Username: Sort the user list alphabetically by username.

  • Added At: Sort the user list by the date users were added.

  • Last Login: Sort the user list by the last login date.

To sort, click on the desired column header. Clicking again will toggle between ascending and descending order.

2. User Details Panel

When you select a user from the list, their detailed information will appear in the panel on the right side. This includes:

  • Full Name: The full name of the user.

  • Email: The user's email address.

  • Role: The role assigned to the user (e.g., Admin, User).

  • Added At: The date and time the user was added.

  • Added By: The person who added that user.

  • Last Login: The last time the user logged in.

3. Add a Member

  • Add New Users: Invite new users to the system by entering their email address.

  • Assign Roles: Update the role of the added user, with options to assign administrative privileges.

3.1. Adding a New Member

  1. Navigate to Add a Member:

    • Go to the "User Management" section.

    • Click on the "Add a Member" button or link.

  2. Enter the User's Email:

    • In the "Email Address" field, type the email address of the user you wish to add.

  3. Select the User's Role(Only Admin Access):

    • In the "Role" dropdown menu, choose the role for the new user. Options typically include "Member" and "Admin".

3.2. Remove a Member

  1. Select the User to Delete:

    • Click on the username of the user you wish to delete.

  2. Read the Warning Message:

    • A warning message will appear, informing you that all schedules and jobs created by the user will be deleted and cannot be retrieved, and that the user will be removed from the approvers list in workflows.

  3. Confirm Deletion:

    • Click the "Remove" button to permanently remove the user from the system.

4. Bulk Upload

4.1. Bulk upload from CSV

You can choose the 'Bulk upload from CSV' option to add multiple users at a time by uploading the user details in a CSV file.

From the 'Bulk upload' drop-down, select the 'From CSV' option.

Bulk upload from CSV option.

In the modal that opens up, click on the 'Upload' button and select the CSV file that you need to upload.

Upload CSV button

Click the 'Download sample' link to download a sample CSV file and update the user details in the same format given in the downloaded file.

Downloaded sample CSV file

You can also configure the roles of the users as either members or as admins in the CSV file before uploading.

Click 'Upload', and upload the CSV file from the file manager in your system.

After the CSV file is uploaded, click 'Add' in the 'Bulk Upload' modal that displays all the uploaded CSV data.

Bulk upload add option, On successful addition of the users, the users with their corresponding roles get added.

4.2. Bulk upload from AD Group

With Editable, you can bulk upload from the 'AD Group' to add a group of users at a time without having to manually add or upload a file.

Click the down caret icon in the 'Bulk upload' button on the 'User management' page. From the drop-down select the 'From AD group' option.

Clicking on this option will open the 'From AD group' page. By default, no groups are added and the page is displayed as shown below.

To add a group, click on the 'Add group' button at the top right corner of the page. This will open up the 'Add group' pop-up.

Enter the group name or select the group name from the drop-down.

In the below image, 'Editable-Documentation' has been added. Once someone from the group logs in, an account will be created for the user on the user management page with member access to the workspace.

The 'Derived from' field shows the AD group name that the member belongs to.

You can see the following details of the members of the AD group such as the date and time when they are added and their last login details as shown.

You can delete the added group by clicking on the 'Delete group' button in the top right corner as highlighted in the below image.