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User Management

This document describes different ways to create and invite users to a tenant/account. Users can be registered on the Dataworkz platform in one of the following ways:

  • Registering with an email ID other than Google

  • Registering with Google SSO

  • Inviting a user

Registering with Non-Google Email ID

Go to the Dataworkz RAG application (https://ragapps.dataworkz.com/)

  • Click on the Create account link. It opens the Sign-up page.

  • Enter the username.

  • Enter the user's email ID.

  • Enter the name of the tenant/account you would like to create and click Check Availability to see if it is available.

  • Click Accept terms and conditions.

  • Click Sign up. This generates a verification email to the provided address.

  • Go to the email received and click Complete Registration.

  • Enter your email ID and click Submit and Continue.

  • Check your email and enter the verification code on the screen above.

  • Set your password.

  • This completes the registration process. You can log in with the email and password created above.

Registering with Google SSO

Go to the Dataworkz RAG application (https://ragapps.dataworkz.com/)

  • Click the Google icon to log in using Google SSO.

Inviting a User

After logging in to Dataworkz, click the Tenants dropdown.

  • The list of all tenants the logged-in user has access to is displayed.

  • Against the current tenant in the list, Invite user appears. Click it to open the Manage Access screen.

  • Enter the Full Name and Email ID of the user. Click Add User to send the invite.

  • The invited user must do one of the following:

    • If the user has already registered, the email received is an invitation to accept. Click Accept Invitation in the received email.

    • If the user is not yet registered, the email received is a registration prompt. Click Complete Registration and follow the steps for Non-Google Registration or Google SSO Registration.

  • After accepting, the user is logged into the system.


Managing Users via Platform Configuration

Platform administrators can also add and manage users directly from the Security section in Platform Config, without requiring users to self-register.

Navigate to Configuration (gear icon) > Platform Config > Security > Users.

Users Configuration list
Users Configuration — list of platform users

The page lists all users with the following details:

Column
Description

Full Name

The user's display name.

Email Address

The user's email address.

Role

The role assigned to the user (e.g., admin, ai_app_user).

Status

The account status — active or inactive.

Actions

Edit (pencil icon) or delete (trash icon) the user.

To add a new user:

  1. Click + Add New User.

  2. Enter the user's Full Name and Email Address.

  3. Select one or more Roles from the dropdown. See Roles for available roles.

  4. Click Save.

Add New User panel
Add New User panel

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