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Manage user accounts and assign roles

As an Administrator on a Socrata-powered data site, you can delegate tasks to other users by granting them special roles on your datasite, allowing them to create and manage datasets and perform other tasks. For information on the different roles that are available, see the knowledge base article "Understanding user roles". To manage user accounts and assign roles, link to the "Users" page from the Administration panel of your site. 

By default, only user accounts with roles on your domain are displayed on the Manage Users page. The default list will not include users who have signed up for a public account using the "Sign Up" link on the login page of any Socrata-powered site.

Updating or Removing Roles

To update a user role in the default list, click the role and select the desired option from the expanded menu. To remove a role, click "Remove" next to the user's name. This will not delete the user's account or affect any datasets or views they previously created. It will remove their role and any associated capabilities on your domain, returning them to public user status.

Assigning Roles and Creating User Accounts

To assign a role to a user who has a Socrata account, enter the user's e-mail address in the search bar on the Manage Users page. Locate the desired user in the search results, click "none" beside their account and select the desired role from the menu. 

For a user who does not yet have a Socrata account, you can create an account on their behalf and assign the desired role using the "Create Users" option at the top right of the Manage Users page. This will generate an e-mail to the user with instructions for finalizing their account.

 

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