User Management

User Management

How to Add a New User?

The steps to add a new user are as follows:

1. Navigate to Settings > User Management > User Management page.
2. Click the Add button on the right to enter the Add User page.
3. Fill in the user information:
   • Username: Enter the username of the new user.
   • Real Name: Enter the real name of the user.
   • Is it an Azure Entra ID Account: Select whether it is an Azure Entra ID account.
   • Is it an Administrator: Select whether to set the user as an administrator.
   • Other information (such as email, organization, role, etc.) is optional and can be filled in as needed.
4. After completing the information, click the Confirm button to create the new user.

💡 Tip: If the new user is an Azure Entra ID account, the email field is mandatory.

How to Import Users in Bulk?

New users can be added individually in the system, but for scenarios requiring bulk creation of new users, an import template must be used for batch import.

The steps for bulk importing new users are as follows:

1. Navigate to the "User Management -> User Management" page.
2. Click the "Download Import Template" button in the upper right corner. The template file will be automatically downloaded to your local system.
3. Open the downloaded template file, fill in the required user information, and save the file using "Ctrl+S".
4. Return to the User Management page, click the Import button, and select the locally saved template file.
5. On the import preview page, check the entered information. If everything is correct, click Confirm.
6. After completing the import, return to the User Management list to view the newly imported user information.

💡 Tip: When importing users in bulk, be mindful of the quantity. Importing too many users at once may result in failure. It is recommended to import no more than 150 users at a time.

How to Reset a User's Password?

Currently, the system does not support administrators directly changing user passwords. Only password resets are supported. The reset password is randomly generated and can only be viewed once.

1. Navigate to Settings > User Management > User Management page.
2. Locate the user whose password needs to be reset, click the three dots next to the user, and select Reset Password.
3. In the confirmation dialog box, click Confirm. The system will generate a new random password.
4. Copy the new password and provide it to the user to complete the password reset process.

💡 Tips:

• After the password is reset, the user will be required to change their password upon first login, effectively achieving a password change.
• Passwords must be at least 10 characters long and include uppercase and lowercase letters, numbers, and special characters.

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Organization Management

Administrators can manage organizations within the system, including creating, editing, and deleting organizations, as well as associating users with organizations. Organization management helps efficiently manage various internal teams and external partners within an enterprise.

View Organization List

1. Access the Organization Management Page: In the system settings, select "Organization Management" to enter the page.
2. View Created Organizations: The system displays all existing organization information, including organization name, associated roles, and whether it is an external organization.
   • Each organization has an "Edit" button on the right, allowing administrators to modify the organization or click the "Delete" button to remove it.

How to Create a New Organization?

1. Click the "Add" Button: On the Organization Management page, click the "Add" button on the right to start creating a new organization.
2. Fill in Organization Information:
   • Organization Name: Assign a unique name to the organization.
   • Order: Assign a sorting number to the organization for easier management.
3. Click "Confirm": After filling in all necessary information, click the "Confirm" button to successfully create the new organization.

💡 Tip: It is recommended to keep the organization hierarchy within 7 levels.

How to Edit an Organization?

1. Select the Organization to Edit: In the organization list, select the organization you want to edit.
2. Click the "Edit" Button: Enter the edit page. The editable content is the same as when creating a new organization. Administrators can modify the organization's name, order, etc.
3. Save Changes: After editing, click the "Save" button to update the organization information.

How to Delete an Organization?

1. Select the Organization to Delete: In the organization list, select the organization you want to delete.
2. Click the "Delete" Button: After confirming the action, the organization will be deleted.

Associate Users

The steps to add or remove associated users are as follows:

1. Click "Associate Users": On the Organization Management page, select the organization to associate users with and click the "Associate Users" button on the right.
2. View Associated Users: On the associated users page, administrators can see all users already associated with the organization.
3. Remove Associated Users: Administrators can select associated users and click the remove button to disassociate them from the organization.
4. Add Associated Users: Select the users to be added from the dropdown menu and click the "Add" button to associate them with the organization.

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Role Permissions

How to Create a Role Group?

In Role Permissions Management, administrators can create new role groups. Once a role group is created, administrators can create new roles within the group and assign permissions.

1. Navigate to Settings > User Management > Role Permissions page.
2. At the top of the role group list on the left, click the + button to create a new role group.
3. In the pop-up window, enter the name and order of the role group.
4. Click Confirm to complete the creation of the role group.

How to Add a New Role?

1. Navigate to Settings > User Management > Role Permissions page.
2. Select the role group where the new role will be created.
3. On the role group page, click the Add button on the right side of the role list.
4. Enter the name of the new role, select the group it belongs to, and provide a description of the role.
5. Click Confirm to complete the creation of the new role.

How to Assign Functional Permissions to a Role?

Assigning functional permissions to a role essentially defines what functionalities the role has access to.

The steps to assign functional permissions to a role are as follows:

1. Navigate to Settings > User Management > Role Permissions page.
2. Select the role to which you want to assign permissions.
3. Click the Functional Permissions button next to the role to enter the permissions page.
4. On the permissions page, you can assign the following functionalities to the role:
   • Model Management
   • Model Channel Management
   • Application Marketplace
   • Basic Modules
   • Data Analysis
   • Knowledge Base
   • Content Security Management
5. After selecting the required functionalities, click Confirm to complete the assignment.

How to Assign Users to a Role?

Assigning users to a role essentially means assigning a specific role to users.

The steps to assign users to a role are as follows:

1. Navigate to Settings > User Management > Role Permissions page.
2. Locate the role to which you want to assign users and click the User Authorization button next to it to enter the user authorization page.
3. On the user authorization page, find and select the users to be authorized based on their organization.
4. Successfully selected users will appear in the authorized objects column.
5. After completing the selection, click Confirm to complete the user authorization for the role.