Adding New Users

👤 This documentation is intended for Site Administrators.

Administrators can easily invite new users to Periscope Data. New users to sites with single sign-on (SSO) must be added via the SSO client. For sites with Legacy Permissions that do not have RBAC (Role Based Access Control) enabled, users to sites with spaces must be added via Settings>Directory rather than Settings>Permissions. The process of adding a new user differs depending on whether or not RBAC is enabled; both methods are covered below.

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<LI><a href="#AddingUsersWithoutRBAC">Adding Users Without RBAC</a></LI>
<LI><a href="#AddingUsersWithRBAC">Adding Users With RBAC</a></LI>
<LI><a href="#AddingUsersWithSSO">Adding Users With SSO</a></LI>
</UL>
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Adding Users Without RBAC

Creating a New User

First, head to the Settings Menu.

Once in the Settings Menu, click the Permissions option:

Next, click the Add User button at the top right. This drops down an input form for the new user's name and email. Once that information has been entered, click Add to create the account.

After their account has been created, the newly added users will receive an automated email with a login link.

Adding Users with Spaces

For sites with the Spaces add-on, Site Administrators can add new users while specifying the Space(s) to place them in:

Users who belong to a group with admin permissions can add users to their space by following the previous documentation.

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Adding Users With RBAC

Creating a New User

First, click the Site Settings gear icon to access account settings and click on Roles and Policies.

On the Roles and Policies tab, click the Users Tab.

Then, click the Add User button at the top right.

This drops down an input form for the new user's name and email. Once that information has been entered, click Add to create the account.

Adding Existing Users to Spaces with RBAC

For sites with the Spaces add-on and RBAC enabled, Site Administrators can add existing users to different spaces using the instructions on the Managing User Permissions page.

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Adding Users with SSO Enabled

For sites with the SSO add-on configured, new users will have to be added through the SSO Client. New users will automatically be added to the default space, and for site with RBAC enabled they will be added to the Everyone on that default space. New users can then login by navigating to their site's respective URL:

https://app.periscopedata.com/app/site_name_here

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