User Management

Skuid NLX is its own independent service, so there are no predefined users. Instead, Skuid builders create Skuid NLX’s database of users. After users are created, their permissions and access to the platform’s various features are set with perrmission sets.

Users

After registering for a Skuid NLX site, a default user—with an Admin site perrmission sets—is created using the username and password provided at registration.

As Skuid does not pull its user accounts from any existing data source, you must register users within the Skuid NLX site itself.

Add users [[]]

Add users manually [[]]

  1. In Skuid, click Settings > People > Users.

  2. Click Create to create a new user.

  3. Specify your new user’s information:

    • First Name
    • Last Name
    • Username: The Username must be unique to your site.
    • Email: The email does not have to be unique; you can have one person with two different usernames using with the same email. Only the username has to be unique.
    • Site permission set: Indicate the user’s site permission set.
    • Type: Full or Portal

  4. Click Save.

The new user now receives an email welcoming them to Skuid and asking them verify their email address.

After clicking the verification link, the new user can set their password.

Add multiple users via CSV file [[]]

Using a CSV (comma separated values) file allows you to add multiple users at once.

  1. In Skuid, click Settings > People > Users.

  2. Click the Import CSV.

  3. In the CSV Import Users wizard, Upload File step, select:

    • Browse: Search for and select the CSV file.
    • Delimiter: The indicator used to mark a data set. The options are a comma (“,”), a semicolon (“;”), or a TAB. Make sure to select the same delimiter that is used within the CSV file to separate sections of data.
    • Default site permission set: Select from a list of site permission set currently available in this site.

    Note

    This site permission set will be used for all imported users, but it can be changed for individual users after they have been imported.

  4. Click Next.

  5. In the Assign Columns step, map the user information fields to the corresponding column in the CSV file.

    • Required Fields

      • Email
      • First Name
      • Last Name
      • Username

      Warning

      The username must be unique to the site or the user will not be created.

    • Optional Fields

      • Site permission set: If there is a column in the CSV file that corresponds to the individual’s site permission set, indicate it here. Adding a “site permission set” column to the CSV file means that users will be imported with their assigned site permission set because values in this column supersede the Default site permission set (above).

        Note

        • If no column is selected here, all users are assigned the designated Default site permission set.
        • If a column is selected, but values in the column do not match the list of available site permission sets, those users will be assigned the Default site permission set.

      • Type

      • Federation Id

  6. Click Next.

  7. In the Preview step, review the list of users to imported.

  8. Click Import.

Note

If the CSV file is large, importing may take a while. This process is performed in background so you can continue working in Skuid.

  1. Once the users have been imported, locate them in the list of users and modify the following column:

    • Active: You must check this box to allow a user to access your site. If left unchecked, new users will not be able to set their passwords or log in.

  2. Click Save.

User provisioning through SSO [[]]

Skuid NLX supports user provisioning through any SAML-compatible identity provider. If you have many users, all of whom already have an account on your identity provider, this method of user creation is highly recommended—and a lot more efficient.

For more information, see the User Provisioning within Skuid NLX section of the Introduction to SSO, SAML, and Skuid topic.

Reset user passwords [[]]

While users can reset their own passwords, Skuid administrators can also initiate this process from the Users screen:

  1. Navigate to Settings > People > Users.
  2. In the More menu next to the name of the user, click Reset Password.

The user receives an email containing a link to reset their password. Note that user password will not change until users click the link within the email.

Activate and deactivate users [[]]

Users within Skuid NLX cannot be deleted. Instead, users can be activated and deactivated. Deactivated users do not count against your Skuid subscription limit.

To activate or deactivate users:

  1. Navigate to Settings > People > Users.
  2. In the More menu next to the name of the user, click Activate or Deactivate .

You can activate and deactivate users as needed. Users will not receive a notification of their activation status, but their access will be immediately granted or revoked respectively.

My Settings

Each user can configure their own Skuid settings by clicking their name in the Skuid navigation bar and clicking My Settings.

From this page, users can update the following personal settings:

  • First name
  • Last name
  • Email
  • Username
  • Federation Id (If the site has SSO enabled)

They can also update their personal locale settings, including:

  • Locale
  • Time Zone
  • Language

As well as site behavior settings:

  • Land On Last Visited Page After Login: If enabled, the user will be directed to the last Skuid page they visited whenever they log in. Otherwise, they are redirected to their site permission set’s default app. Disabled by default.

My Data Source Credentials

Users can enter, save, delete, and edit usernames and passwords for any data source configured for Per-user credentials.