Invite and manage users

Data Integrity Suite
Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
geo_addressing_1
Data_Observability
Data_Quality
dis_core_foundation
Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2025

You can invite new users to a workspace in the Data Integrity Suite for better collaboration. You can invite a single user or multiple users to a workspace and optionally assign them to the respective groups with the specified permissions. You can also find users and view details about their assigned roles and status.

Invite users

To invite users to a Data Integrity Suite Workspace:

  1. Go to Configuration > Security on the main navigation menu.
  2. Navigate to the Users tab.
  3. The Users page displays the following details.
    • Users: Displays the name of the user
    • Email: This field displays the email associated with the user
    • Status: Displays the current status of user sign-up
    • Invited: Indicates that the invite was sent to the user but the user is yet to sign-up to the application
    • Joined: Indicates that an invite was sent and the user successfully signed up to the application
    • Roles: The total number of roles assigned to the user
    • User Groups: The number of user groups the user is associated with
    • Security Policies: Displays the total number of security policies the users are assigned to
    • Last Updated: Displays the date when the user details were last updated
  4. If the list is long, use the Search bar to locate any user.
  5. Click + Invite User and enter the email addresses of the users you would want to invite to the workspace. You can optionally assign the user to the respective groups. Multiple email addresses can be entered in the field. To input multiple email addresses, type an address and then press the comma key, the spacebar, or the enter key. Alternatively, you can click next to the address you've entered. Repeat these steps for each new email address you wish to add.
    Note: The invitation can be sent to a maximum of 10 users simultaneously.
  6. Once the details are entered, click Invite.

This would send an email invite to the users from the application with the details of signup. Upon clicking the link received via email, the users would be prompted to setup a suitable password and then enter the first name and last name. Upon entering the details and clicking sign in, the users would be logged in to the application.

The status of user sign-up can be viewed on the Users page
  • Joined: Indicates that the user successfully signed up to the workspace via the link received over the email.
  • Invited: Indicates that an invite was successfully sent to the user. However, the user is yet to sign-up to the application.

    The details of the user can be viewed in the Profile page within the Accounts section.

Note: In case an invite has been sent to a user, but the user is yet to sign-up to the application, then the user’s name in the application corresponds to the details entered in the email address. For example if the email address entered while inviting the user is loren.ipsum@domain.com, in such a scenario, the user’s name is displayed as loren.ipsum in the application.

View user details

To view a user's details:

  1. On the Users page, click the name of the user you want to view the details for.
  2. The following details are displayed in the respective tabs
    • Details: This tab provides all the personal details of the user.
    • User Groups: Provides details on the users groups that the user is assigned to.
    • Roles: Displays the roles that the user is assigned to.
    • Security Policies: Displays rhe security policies assigned to the user.
  3. You can modify the assigned user groups, roles, and security policies for a user.
  4. Click Save.

Resend a user invitation

The invitation can be resent if a user has already been added but has misplaced the original email and needs to establish system access: The invitation can be resent only to those users having the Invited status in the application.

  1. On the Users page, use the Search box to locate the user. Confirm the email is correct.
  2. Click the ellipsis next to the user's name and select Resend Invite.
  3. The system will confirm that a welcome email has been re-sent.

Remove a user

To remove a user and prevent that user from accessing the entire system:

  1. On the users page, use the Search box to locate the user.
  2. Click the ellipsis next to the user's name and select Remove.
  3. The Remove User dialog box opens confirming the user details with a warning message that the user would no longer be able to access the workspace.
  4. Click Remove to confirm.