DataGuidance User Access Management

This article will show how to sign up for your membership, invite users and set their access level (regular or tenant owner), and the method for providing OneTrust a file for bulk user import.

To create a free membership

  1. On the DataGuidance.com site, click the User icon in the top-right corner and then select Sign Up.


  2. On the Choose the right plan for you screen, choose the Free membership.


  3. Provide your information to create an account. Check the Free 7-day trial option to test out our Copilot Research Assistant, unlimited content access, and global features with no payment necessary.


  4. Once submitted, you will be notified that your activation email is on its way.


To purchase a membership

  1. On the DataGuidance.com site, click the User icon in the top-right corner and then select Sign Up.


  2. On the Choose the right plan for you screen, choose the Global Membership to access the full suite of features.
    Note:

    If you are signing up for the Global Membership, you will need the following information on hand:

    • Employee Count

    • Sales Referral (Optional)

    • Tax Registration Number (Optional)

    • Payment and Billing Details



  3. For the global membership: choose your billing plan (monthly or annual), global users, or a promo code if available. On the right-hand side, provide your information to create your account. Click the Continue to payment button.
    Tip:

    Users with an .edu work email will receive a discount at checkout.



  4. You can also use Apple Pay to checkout faster. Apple Pay is supported on Safari and Chrome browsers.


  5. The screen will reload for your to confirm your subscription order. Click the Proceed to checkout button.


  6. Provide a billing address, then click the Next button.


  7. Choose your payment method: credit card or Apple Pay.


  8. Once your payment details are confirmed and submitted, you will be notified that your activation email is on its way.

To invite users

As a tenant-level owner, you can add members of your organization to DataGuidance as regular users or enable them as tenant-level owners as well.

Note:

To become a tenant-level owner, contact OneTrust Support.

  1. Click your user profile in the top-right corner, then select Manage Users. The Manager Users screen appears.


  2. Click the Invite Users button. The Invite Users modal appears.


  3. Provide the email, first name, and last name of the user. You can mark them as a Tenant Owner to grant admin-level permissions for setting and user management.

    Click +Add another user to add additional users. For inviting users in bulk, see the following section To invite users in bulk.



    Note:

    Once a user is invited, their details cannot be changed. To make any edits to their name or email address, you will first need to delete the user and reinvite them using their updated details.

  4. Click the Invite button to send an email to the invited users. They will click Create Account to access and activate their profile in DataGuidance.


To manage existing users

  1. Click your user profile in the top-right corner, then select Manage Users.
  2. DataGuidance provides 5 users to start. DataGuidance will let you know how many current users there are against the allotted number.


  3. Recently added users will have the New label next to their name.


  4. Use search and filter options to narrow your results. You can filter by permission level of User and Tenant Owner.


  5. To modify a user's tenant ownership, click the Context Menu icon in the row of their name and then select Edit.


  6. Enable or disable the Tenant Owner setting, then click the Update button.
    Note:

    Once a user is invited, their details cannot be changed. To make any edits to their name or email address, you will first need to delete the user and reinvite them using their updated details.



  7. To remove a user, click the Context Menu icon in the row of their name and then select Remove.


  8. Click the Delete button to confirm this action.


To invite users in bulk

To block login credentials

Customers have the ability to block credential-based logins (meaning email and password) if SSO is enabled for their email domains. OneTrust is planning to provide this feature to tenant admins in a future release.

  1. Contact OneTrust Support to create a case and provide the email domain(s) you need to restrict.
  2. OneTrust will add these domains to the DataGuidance backend.
  3. Once configured, users with the given email domain(s) will be blocked from logging in. They will receive the following error message: