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Documentation Index

Fetch the complete documentation index at: https://docs.datagenie.ai/llms.txt

Use this file to discover all available pages before exploring further.

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How user access works in DataGenie

Managing access in DataGenie is built around security and simplicity. Users logging in for the first time will not have access to any datasets by default. This “no access” state ensures that only authorized personnel can interact with your sensitive data — access must be explicitly granted by a Global Admin.
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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SSO onboarding

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.

Add users to the AD group

Users should first ensure they are added to their organization’s Active Directory (AD) group if SSO is enabled.

Select SSO provider at login

Once added, users can select their company’s preferred SSO provider at the DataGenie login screen to authenticate.

First login — no access by default

For security, users logging in for the first time will not have access to any datasets. A Global Admin must grant access before they can interact with any data.

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Granting access to a new user

Open the Configuration screen

A Global Admin navigates to the Configuration screen and selects Users & Mappings. This shows a list of all users currently in the workspace.

Add the user if not listed

If the user isn’t in the list yet, click Add User to manually add them directly from this screen and kickstart their onboarding.

Assign roles

Click Manage Roles for the user and assign their Global Role, Tenant-level access, and Dataset-level access. See Roles & Permissions for the full three-tier model.

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Adding a user manually (without SSO)

1

Open User Management

Go to Admin Settings and select the Users tab.
2

Invite a new user

Click Add User, enter the user’s email address, and select the role to assign.
3

Send the invitation

The user receives an email invitation. On first login, their role and permissions are applied automatically.

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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 large teams, use SSO group mappings so that when someone joins or leaves a team in your IDP, their DataGenie access updates automatically — 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 to do next

Roles & Permissions

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

Datasets

Configure the datasets you’ll assign users access to.