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Editing a User

Super Users and Administrators can change other Users' profiles, including adding or removing them from a Team, changing their passwords, and adjusting their permissions.

User editing options​

Edit a User from the Users list page using the Actions menu.

  1. Go to the Users list page by clicking Users on the left, or the menu in the upper left.
  2. Select the User to update.
The Users list page with a User selected and its Information panel
The Users list page.
  1. Click the ... at the end of the User's row to open the Actions menu.
The User Actions menu with options to edit profile, change password, set role and permissions, change domain, and more
The Actions menu.

The actions:

  • Add to Bundle: add the User to an existing or new Bundle.
  • Change time zone for this User: change the User's time zone.
  • Disable: prevent the User from logging in.
  • Edit profile: update the User's profile information.
  • Impersonate User: see content as the selected User (Administrators and Super Users only). See Impersonate.
  • Password: the User's password settings (local Users only). See Passwords and multi-factor authentication. Options include Change password, Force password change on login, Reset password expiration time, and Send User a reset password email.
  • Set Role and Permissions: change the User's type (Super User or Normal User) and permissions. See below.
  • Upload photo: upload a profile photo for the User.
  • Change Domain: change the User's authentication domain (Administrators or Super Users only). This appears only if a domain is configured.
  • Delete: delete the User.
  • Reassign ownership: change ownership of all the User's Reports, Datasets, Datasources, and Jobs to a new User. This is useful when removing a User.
A Change Domain dialog with Active Directory, LDAP, and SAML SSO options
The Change Domain dialog.

User roles and permissions​

Users need permission to do things in Informer. To set or change a User's role or permissions, open the Update User System and Role Permissions window by selecting Set Role and Permissions from the Actions menu, or Edit Permissions from the User's profile page.

A User profile page with an Edit Permissions option
The User profile page.
The Set Role and Permissions dialog with Super User and Normal User options and permission checkboxes
The User system permissions options.

There are two types of User: Normal Users and Super Users. Super Users have administrator access to all parts of the system regardless of Team-based security. Normal Users have no special privileges outside Team-based roles and security, but a Normal User's specific permissions can be set individually:

  • API Token Creation: lets the User generate API Tokens on their own profile.
  • Job Creation: lets the User create and schedule Jobs.
  • Manage AI & Billing: lets the User manage the tenant's AI settings, credit balance, subscription, and billing configuration, and shows AI & Billing in the navigation.
  • Marketplace Publishing: lets the User author, manage, and publish marketplace packs, including pack listings, versions, pricing, rollouts, access keys, and publish keys.
  • Painless Script Creation: lets the User create new Dataset Fields using Painless scripting. See Dataset and Script Fields.
  • View all Teams: lets the User see the list of Teams in the system on the top navigation.
  • View all Users: lets the User see the list of Users in the system on the top navigation.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Users.