Adding Users to DQ+

This article assumes that users currently have no access to DQ+ and goes through the necessary steps to add users. Once these steps are complete, the users will have minimal access to DQ+. It is recommended to review our article on Managing User Permissions in DQ+ after completing the steps in this article.

DQ+ has two options for adding users to the product: 

1. SSO: User account information is received from LDAP.
2. Embedded security: DQ+ will maintain all user account information.

SSO

SSO will connect with LDAP for user information. However, there may be scenarios were you want to limit user access rather than allowing DQ+ access to anyone with an LDAP account. This is controlled via DQ+s "Auto-claim" feature.

Enabling/Disabling Auto-Claim

The steps below require Admin-level access to perform.

1. Go to Admin -> User within DQ+:
   
   
   
   
2. Click on Settings in the top right:
   
   
   
   
3. Toggle whether you want users to be auto-claimed:
   
   

With or without auto-claim, if SSO is used, then users are automatically added to DQ+ when they log into the product. Depending on your environment's setup, users may need to click on "Enterprise SSO" on the DQ+ login page and specify their Tenant ID before logging in automatically.

If auto-claim is disabled, then after a user attempts logs into DQ+, their account will be added to DQ+ but they will not have access yet. An admin will need to claim the account to grant access with the following instructions:

1. Go to Admin -> Users:
   
   
   
   
2. Click on the corresponding user's account and then click Claim:
   
   

Embedded Security

If Embedded security is used, there are two ways to initiate user creation:

Option 1 - User-initiated:

These instructions are for a user to initiate an access request:

1. Access the DQ+ login page and clicks "Register for an account":
   
   
2. The user will receive a confirmation email with an activation link. After the activation link is clicked, the user's account is activated; however it is not "claimed" yet. Since users are registering for their own access, an Admin will need to review their request before access is granted.
   
   
3. An Admin will need to log into DQ+ and go to Admin -> Users:
   
   
   
   
4. Next, the admin will need to click on the corresponding user's account and then click Claim:
   
   
   
   
5. The user will now be able to access DQ+

Option 2 - Admin-initiated:

These instructions are for a DQ+ admin to initiate user access:

1. Go to Admin -> Users:
   
   
   
   
2. Click New -> User:
   
   
   
   
3. Specify the user's email and name. All of these fields are case sensitive; the user will need to mimic your the capitalization.
   
   
   
   
4. The user's account is now created, but there is no password set. Only a user can create/change their own password. The user will now need to access the DQ+ login page and click "Register for an account":
   
   
   
   
5. Once the form is submitted, which includes creating a password, the user will receive a confirmation email with an activation link. After the activation link is clicked, the user will be able to access DQ+.

In all of the scenarios above, users will now have limited access to DQ+. It is recommended to review our article on Managing User Permissions in DQ+ to add additional permissions to users.