Users

User Managment Overview

User management in SDA provides flexible options for controlling access to your tenant. You can manage users directly within the SDA platform or integrate with external authentication providers—such as Active Directory, or any SAML- or OAuth-based identity service like Okta—to support Single Sign-On (SSO) use cases. This section explains how to add and manage users, configure access controls, and connect SDA to third-party identity systems. Note that external authentication and SSO integration is a licensed feature and requires an active monthly subscription.

Managing Users within the SDA Platform

This section guides you through creating and managing users directly within the SDA platform. It covers how to add new users, assign roles, control permissions, and maintain secure access to your tenant using SDA’s built-in identity management. These steps are ideal for customers who manage users locally within SDA without relying on external authentication or SSO systems.

  • Navigate to Users and Permissions in the left-hand navigation menu

  • Click Create User in the top right corner of the page

User Information Setup

Complete the following required fields:

  • First Name: User's given name

  • Last Name: User's family name

  • Email: Valid email address for account notifications

  • Company: Associated organization

  • Roles: Assign appropriate user permissions and access levels

User Account Verification

After creating the user, a verification email containing an activation link will be sent to the specified email address. The user must click this link to activate their account before they can access the application.

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