Data Watcher users and groups 🚀

In Data Watcher, users and groups are managed by the Administrator account, which is created during the installation process and cannot be deleted or modified.

Create users

To create a new user, follow these steps:

1. Go to Setup and click the NEW USER button.

2. In the New user window, fill in these fields:

   1. Username: unique username to log into Data Watcher. This field is required.

   2. Password: password to log into Data Watcher. This field is required.

   3. First Name and Last Name: name and last name of the user. This field is optional.

   4. Email: Email of the user. This field is optional.

3. Click the + button next to the Roles wording and select a role for the user in the Add Roles window. This method speeds up user setup and ensures that permissions are assigned consistently across all users belonging to the same role. To create new Roles, see the Data Watcher Roles page.

4. Click the + button next to the Groups wording and select the Group to which the user will belong in the Add Groups window. To create new Groups, see below.

5. In the Permissions panel on the right, select the permissions you want to assign to the user. If you used the Roles feature, permissions are already enabled but you can select more if necessary. For clarity, the origin of each permission (role or group) is shown in brackets. When creating a new user, all permissions are listed, and you can filter by typing part of the name in the field with the lens at the top. You can also type the Entity (e.g. CALENDAR) to list all permissions belonging to the Calendar feature at once. You can also see only the already assigned permissions by clicking on the icon. The icon becomes a closed eye and to list all permissions again, you must click on it.

6. Click the SAVE button to confirm the creation of the user.

Create groups

To create a new group of users, follow these steps:

1. Go to Setup and click the Groups chip on the toolbar at the top of the screen.

2. Click the NEW GROUP button.

3. In the New group window, assign a unique name to the group you are creating.

4. Click the + button next to the Users wording and select the users that you want to belong to the group in the Add Users window. To create new Users, see above.

5. In the Permissions panel on the right, select the permissions you want to assign to the group. All permissions are listed, and you can filter by typing part of the name in the field with the lens at the top. You can also type the Entity (e.g. CALENDAR) to list all permissions belonging to the Calendar feature at once. You can also see only the already assigned permissions by clicking on the icon. The icon becomes a closed eye and to list all permissions again, you must click on it. The permissions assigned to the group will be added to the permissions assigned to the user and the permissions assigned to the role.

6. Click the SAVE button to confirm the creation of the group.

Manage users and groups

To edit users and groups, click the user or the group and the relevant Edit window will appear.

To delete a user, click the 3 dots icon on the right of the row and select the Delete option. Note that the Admin user cannot be deleted or modified.

To delete a group, hover over the group and click the bin icon in the top right corner. Note that the System Administrators group cannot be deleted or modified.

To filter users, you can use the Filters panel on the right of the Users page. These fields are available:

• First name and last name

• Username

• Email

• Origin: users can be either external (LDAP) or internal (created in Data Watcher)

To filter groups, use the Search Groups field at the top of the page.