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This article will guide Administrators through effective user management within WisdomAI, focusing on how to invite new users and assign permissions carefully based on user responsibilities.

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Invite Users

As an administrator, you can invite additional users to your WisdomAI environment:
  1. Navigate to Users > Invite Users. The Invite Users modal window will open.
Image showing the Users interface
  1. Enter the email address of the person you want to invite.
  2. Assign the appropriate role and the corresponding Domain.
    • You can assign more than one Role and Domain to a user.
    • To delete any record, click on the bin icon.
  3. Click Invite.
Assign roles carefully based on user responsibilities. Role-based access control ensures users only access the data and features they need.
Image showing the Invite Users Modal

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Assign Roles

Whether you need to add or change a user’s role, you can do it from the users list.
  1. Navigate to Users > Find the user to assign/change the role, click on the kebab menu (three vertical dots) on its row, and select Edit. The Edit User modal window will open.
Image showing the Edit Option
  1. Edit the Role/Domains information or assign an additional Role.
  2. Click Update.
Image showing the Edit Users Modal

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Next Steps

Row-Level Access Control

Learn how to restrict data access for specific users or roles at the row level.

Access Management

Control user permissions and manage access to features and data within the platform.

Supported Data Sources

Explore the full list of databases and platforms you can connect to the system.

How WisdomAI Works

Understand the core concepts and architecture behind the platform’s data analysis capabilities.

Basic Tutorial: Connect and Test

Walk through the initial setup to connect a data source and run your first query.