If you use an account system other than the one built into Dataphin, you must add your team members to Dataphin before they can perform data development tasks. This topic describes how to add members.
Permissions
Super administrators and system administrators can add members.
Department information
To manage members by department, you must connect Dataphin to a third-party account system and synchronize the member information. After the information is synchronized, you can dynamically add members to user groups based on their department and view department information in the department list.
Add members
On the Dataphin home page, choose Management Center > Member Management from the top menu bar.
In the navigation pane on the left, choose Account Management > Member Management. On the Member Management page, click Add Member.
Before you add any members, only the super administrator account is displayed on the Member Management page.
In the Add Member dialog box, configure the parameters.
Adding a username
Parameter
Description
Username
The drop-down list displays all Resource Access Management (RAM) user accounts that are synchronized to Dataphin. Select one or more users as needed.
Sync
If user account information changes, such as when new accounts are added to the user system connected to Dataphin, the system does not perform an automatic synchronization. Click Sync to manually synchronize new accounts to Dataphin.
In the Add Member dialog box, click Sync to synchronize accounts.
NoteIf you use the SAML or OAuth protocol, Sync does not work.
User Role
This is a global role. Global roles include System Administrator, Data Source Administrator, Security Administrator, Quality Administrator, Cross-Tenant-Publish Administrator, Data Standard Administrator, and Tag User. If the member needs a global role, select the appropriate role here. A single user can have multiple roles. The roles are described as follows:
System Administrator: Has all permissions of a super administrator, except for some sensitive permissions.
Data Steward: Can create and manage asset topics.
Data Source Administrator: Has permission to create data sources and edit all data sources.
Security Administrator: Has the highest permissions in the asset security module. This includes creating and modifying security policies and performing security audits.
Quality Administrator: Has permission to create quality rules for resources such as data tables and data sources, and to view the generated data quality reports.
Cross-Tenant-Publish Administrator: Has permission to publish data across tenants.
Data Standard Administrator: Has permission to view, operate, and manage all data standards.
Tag User: Has the highest permissions for the tag architecture in the planning module. This includes managing the asset marketplace, entities, and IDs.
For more information about global roles, see User roles and permissions.
If you add a member who will need project or board roles later, do not select a user role here. Instead, assign the role when you add the member to the project or board. For more information, see Add project members.
Click OK to add the member to Dataphin.
Auto-add members
After you enable the auto-add members feature, eligible members in your organization are automatically added to Dataphin. Eligible members include accounts from your enterprise's Alibaba Cloud account system or a private account system that is connected to Dataphin. Super administrators and system administrators can configure this feature.
On the Member Management page, click Auto Add Members. In the Auto Add Members Configuration dialog box, turn on or turn off Auto Add Members.
Enable auto-add: After you enable this feature, select Auto-add members from the organization upon logon or Auto-add all members.
Auto-add members from the organization upon logon: When a member of your organization who is not yet in Dataphin logs on for the first time, they are automatically added.
Auto-add all members: All members of your organization who are not yet in Dataphin are automatically added. This occurs during the daily automatic synchronization at 00:00 or during a manual user synchronization.
Disable auto-add: If you disable this feature, members are not automatically added to Dataphin.
Click OK to add the members.
Clicking Cancel leaves the existing configuration unchanged.
What to do next
After you add members to Dataphin, you can manage them. For more information, see Manage Dataphin members.