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Create a New User

Introduction

Once you have created a group and project, you can create new users and edit user roles and permissions.

Permissions

Creating a New User requires the Site Admin role

Instruction Steps

How to Create a New User

  1. Under the Admin section in the left navigation pane, select Users.

    360011461554-Create_a_User.gif

  2. Click Create New User.

  3. Enter the user information.
    • First and last name
    • Email address: The email address is case sensitive. If users will sign in via CILogon, you must enter the "ePPN" (eduPersonPrincipalName) for the email address. See our CILogon article for help determining the ePPN format for your users if you do not already know it.
    • Role: Choose a site role for the user. See Understanding User Roles below for more information about how Flywheel roles work.
  4. Click Save.
  5. At this point the user cannot access any data because they have not been added to a group or project. Review the Understanding User Roles section below and then use the Permissions tab to add the user to groups and projects.

Understanding User Roles

At this point you have assigned the new user a site role. Next you will need to assign the user a group and project role before they can access any data. This video explains how the site, group, and project roles work together to ensure users only have access to the data they need.

Permissions Tab

The Permissions tab shows the user's groups along with their role for the projects within that group.

The Other Projects section shows where the user has access to a project, but they are not a part of the group the project is associated with. Giving a user access to only a specific project is helpful in situations where the user should not be able to access data in other projects for that group–like when giving access to a collaborator from outside your institution.

  1. Go to the Permissions tab to assign group and project roles.

    UsersPermissionsTab.png

    Tip

    To add users to a project without giving them a group role, add them via the Permissions tab in the project itself.

  2. Click Add.

  3. Select a group from the dropdown list, and choose a group role. The projects within that group appear.

    AddPermissions.png

  4. Select the checkbox to add the user to the project, and assign a project role. Custom roles will appear here if you have created any. Deselect the checkbox to disable a user's access to a project.

  5. Click Save.

  6. Edit an existing group and project by hovering over the row and selecting the pencil editpencil.png

  7. Remove a user from a group or project by selecting the remove button remove.png

See our roles and permissions documentation for more detailed explanations of permissions included in each role.

Additional settings: Disable login

Note: To maintain provenance, users cannot be deleted. However, you can disable a user's login via the Information tab so they can no longer log in.

If you wish to no longer give a user access to Flywheel, use the enabledtoggle.pngLogin Disabled toggle.

UserInformation.png

Next Steps

Learn how to create custom roles.