Users

The Users page is where you create and manage user accounts, assign users to groups, and control access permissions. From here you can also reset passwords, unlock accounts, and enable or disable users.

When to add users to groups

• Assigning permissions by role: Grant access to specific features, reports, or data models by adding users to groups that already have the right permissions configured.
• Simplifying user management: Update group membership instead of editing permissions user by user to control access for multiple people at once.
• Organizing by department or function: Group users by job role or department to manage authorization scopes and reporting lines more efficiently.

Quick Stats

The counters in the top-right corner show how many Viewer and Full user licenses are in use. Hover over either counter for a detailed breakdown.

• Total — total number of licenses available for that user type.
• Used — licenses currently assigned to a user.
• Available — licenses not yet assigned.

User actions

	Action	Description
	Edit	Edit the selected user's details.
	Unlock	Unlock a user account locked after five consecutive failed login attempts.
	Activate/Disable	Disable a user account without deleting it. The user cannot log in until the account is re-enabled.
	Expire User Account	Mark the account as expired. The user must change their password at next login or wait for an admin to take action.
	Reset Password	Generate a temporary password for the user. The user is prompted to set a new password at next login.
	Copy Profile	Copy the selected user's settings and permissions. Use Paste New to create a new user with the same configuration.
	Delete	Permanently remove the user account. The ADMIN account cannot be deleted.

Add a user

Create a new user account and configure their access level, language settings, and permissions. All fields marked as required must be filled in before the account can be created.

1. In the navigation panel, click the gear icon to open Administration.
2. Select Security, then Users.
3. Click New.
4. Fill in all required fields.
5. Click Create.

Users properties

Field	Description
Use Active Directory	Link the user to Active Directory or create a local user in SEI. If using AD, select a configured domain and user from the drop-down menus. Otherwise, enter the domain, username, name, and email manually.
Domain	Specify the user's domain when using Active Directory.
User Name	Enter a unique username for the user.
Name	Enter the display name shown across the application.
Email	Enter the user's email address.
User Type	Select the user's license type and access level. Full – full license, follows security restrictions. Viewer – viewer license, read-only access. Administrator – full license, unrestricted access and full control. Distribution – no license, used for distribution only, cannot log in. System Manager – no license, configuration role with limited data access (5-row preview).
General Role	Select the default general role that determines the user's overall permissions.
Default Data Model Role	Select the data model role automatically applied when the user accesses a new data model.
Display Level	Set the highest authorization level for viewing data model columns.
Edit Level	Set the highest authorization level for editing data model columns.
Language	Set the user's default interface language in SEI. Also used for distribution results in multi-language environments. The user can change this setting at any time.
Culture	Set the locale that controls date, time, and number formats. For example, English - US.
Worksheet auto grey tones	Enable to automatically apply alternating grey tones to worksheet rows for easier reading.
Optional Fields	Provide custom values stored in up to five optional fields in the SEI database (SEC_USER_SETTINGS table, fields SET09 to SET13). Expand this section to enter data.

Add a user to a group

Assigning a user to a group is the recommended way to manage access rights collectively rather than configuring permissions individually. To create additional groups, see Groups.

1. Select the user from the user list.
2. In the Groups section, select the group the user should belong to.
3. Click the arrow button to move the group into the Member of section.