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Users logging into DataGenie for the first time have no dataset access by default — a Global Admin must explicitly grant access before they can interact with any data.
For enterprise SSO, data residency, audit logs, and compliance certifications, see Security & Trust or visit our Trust Center. DataGenie supports common enterprise identity providers (Okta, Azure AD / Entra ID, Google Workspace, OneLogin).

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New user: SSO login flow

SSO is available for enterprise workspaces. When SSO is enabled, users log in with their organization’s identity provider credentials — no separate DataGenie password required.
1

Open the DataGenie login page

Open your browser and navigate to your organization’s DataGenie URL. The login page loads with options for SSO and manual login — SSO users should proceed with their organization’s identity provider.
Opening a browser, entering the DataGenie URL, and reaching the login page
2

Select your SSO provider

On the login screen, click your company’s SSO button. Your organization’s secure identity provider interface appears, ready to authenticate you with your work credentials.
Clicking the company SSO button on the DataGenie login screen to open the identity provider login
3

Enter your SSO credentials

Enter your organization username and password in the SSO provider’s login form. Once authenticated, you’ll be automatically redirected back to DataGenie with your session established.
The SSO provider login form where users enter their organization username and password
4

Note the No Access state on first login

First-time users land on a No Access screen after logging in — this is intentional. DataGenie grants no dataset access by default, preventing unauthorized data exposure in the window between account creation and role assignment. A Global Admin must grant access before you can use the platform.
The No Access screen shown to a first-time user who has logged in but has not yet been granted dataset permissions

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Admin: Grant access to a new user

1

Sign in as Global Admin and open Configuration

A Global Admin logs into DataGenie with their credentials, then navigates to Configuration from the sidebar. The Configuration section contains all user management and workspace administration options.
A Global Admin opening the Configuration section from the DataGenie sidebar to access user management
2

Navigate to Users & Mappings

In the Configuration panel, click Users & Mappings. The user management table appears, displaying all current platform users and their assigned roles — this is where you’ll find or add the new user.
The Users and Mappings table inside Configuration showing all current users and their role assignments
3

Search for the new user

Use the search bar to locate the user who just signed in. Enter their name or email to find their entry in the list — they should appear automatically if they successfully authenticated via SSO.
Searching for a newly logged-in user by name in the Users and Mappings search bar
4

Add the user manually if they are not in the list

If the user doesn’t appear, click Add User. Enter their email address and details in the dialog to manually create their account and proceed to role assignment.
The Add User dialog showing fields for entering an email address and user details to manually create an account
5

Assign dataset access and set their roles

Click Manage Roles for the user, then assign their dataset access and role — choosing the appropriate level (Reader, Editor, or Admin) for each dataset they need to work with. See Roles & Permissions for the full three-tier model.
The Manage Roles dialog showing dataset access selection and role assignment options being configured for a user
6

Confirm the user appears with correct permissions

Return to the Users & Mappings list and verify the new user appears with their assigned roles. This confirms their access setup is complete and they can now log in and use DataGenie with the correct permissions.
The Users and Mappings list showing the newly added user with their assigned roles confirmed

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Access tiers at a glance

Global Role

Baseline access level across the entire workspace — set first before any other tier.

Tenant-level Access

Reader or Editor access within a specific tenant.

Dataset-level Access

Reader, Editor, or Admin for specific datasets — the most granular level of control.
For organizations using SSO, ensure new users are added to your company’s AD group first — this streamlines their onboarding so they appear automatically in Users & Mappings after their first login. For large teams, use SSO group mappings so that when someone joins or leaves a team in your IDP, their DataGenie access updates automatically with no manual admin action needed.
The “no access by default” policy on first login is intentional. It prevents unauthorized data exposure in the window between a user being created and their roles being formally assigned.

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What’s next

Roles & Permissions

Configure the three-tier role model — Global, Tenant, and Dataset access.

Datasets

Configure the datasets you’ll assign users access to.