Dataphin:Add Dataphin members

Permission description

Super administrators and system administrators have the authority to add members.

Department information description

Member department information requires integration with a third-party account system and synchronization with Dataphin. User group members can be dynamically added based on departmental data, and the department list allows you to view the updated information.

Add members

1. Navigate to the Dataphin home page, select Management Center from the top menu bar, and then choose Member Management.

2. From the left-side navigation pane, select Account Management > Member Management. On the Member Management page, single click Add Member.

   Note: Initially, the Member Management Page will only display a super administrator account.

3. In the Add Member dialog box, enter the required parameters.

   Username addition

   Parameter	Description
   Username	The drop-down list presents all RAM users synchronized with Dataphin. Choose the necessary RAM users according to your business needs; adding multiple users is possible.
   Sync	Should there be changes to user account information, such as the addition of new accounts in the system integrated with Dataphin, these can be synchronized to Dataphin via the account system, which automatically triggers synchronization daily at midnight. In the Add Member dialog box, click Sync once to synchronize accounts. Note When utilizing SAML or OAuth protocols, the Sync function is inoperative.
   User Role	This user role encompasses a range of global responsibilities, such as system administrator, data source administrator, security administrator, quality administrator, cross-tenant publish user, data standards administrator, and tag user. To assign a global role to a new member, select the appropriate role here. It is possible to configure a single user with multiple roles, as detailed below: System Administrator: Possesses all the privileges of a super administrator, with the exception of certain sensitive operations. Data Steward: Authorized to create and oversee asset topics. Datasource Administrator: Granted the rights to establish data sources and modify any existing ones. Security Administrator: Holds the most extensive permissions within the asset security module, including the development and revision of security policies, as well as overseeing security audits. Quality Administrator: Empowered to establish quality guidelines for assets such as data tables and sources, and to review the resulting data quality reports. Cross-Tenant-Publish Administrator: Authorized to disseminate data across different tenants. Data Standards Administrator: Granted full access to view, manage, and operate all data standards. Tag User: Commands the highest level of permissions in the tag architecture within the planning module, which includes management of the asset market, entities, and IDs. For more information on global roles, see User roles and permissions. When adding a new member, if there is a possibility of assigning project or section roles in the future, do not select a user role at this time. Instead, assign the appropriate role when you add the member to a project or section subsequently. For detailed instructions, refer to Add project members and .

4. Click OK to finalize the addition of members to Dataphin.

Auto add members

Once the auto add members feature is enabled, members who meet certain criteria within the organization will be automatically added to Dataphin. This configuration can be managed by super administrators and system administrators.

1. On the Member Management page, click Auto Add Members. In the Auto Add Members Configuration dialog box, toggle the Auto Add Members option on or off.

   • To enable auto add members, select either Automatically Add When Organization Members Log In or Automatically Add All Members.

     • Automatically Add When Organization Members Log In: Members will be automatically added to Dataphin upon their first login.

     • Automatically Add All Members: All eligible organization members will be automatically added to Dataphin during the nightly synchronization or upon manual synchronization.

   • To disable auto add members, simply deselect the option, and members will not be imported into Dataphin automatically.

2. Click OK to apply the auto add members configuration.

   Click Cancel to leave the current configuration unchanged.

What to do next

Once members have been added to Dataphin, you can administer their roles and permissions. For more information, see Manage Dataphin members or .