Setting up a Footprint User
Footprint and Footprint Customer Portal use Microsoft Entra ID (formerly Azure Active Directory) to add to manage user access. Therefore, all users must have an Entra ID login either directly through their organization or via invitation.
Datex Manager is where an organization manages its Footprint and Footprint Customer Portal users, once they've been added to Microsoft Entra ID. The following how-to will only cover adding new users to Footprint and Footprint Customer Portal. This tutorial assumes that at least one Role and Data Access Group have been created and configured. If a more detailed breakdown of setting up overall access is required, please see How to Setup Footprint User Access Control.
Prerequisites
1. Add User to Microsoft Entra ID
Before a user can be added to Datex Manager, the user must first be added to Microsoft Entra ID. If Datex is hosting an organization's tenant, please reach out to a Datex resource through a Support case, with the new user's name and email address to request an invitation. If an organization is managing their own tenant, they will need to work with their IT team to invite users to their tenant.
2. Add User to Datex Manager
Once the user has accepted their invite and been added to the Microsoft Entra Id tenant, they will be available to find and add in Datex Manager.
1. In Datex Manager, click Access control (IAM), then Users in the left navigation menu.
2. Click the + New User button to open the window to search for and select users to add to Datex Manager
3. In the selection window, locate and check the row containing the user(s) to be added. The search box in the top right can be used to filter the displayed users. Once the row is selected, click the Add button.
The selected user(s) will be added and displayed on the Users page.
3. Assign User to a Role
Adding a user to Datex Manager does not automatically grant access to the Footprint or Footprint Customer Portal. To gain access, the user must be assigned to a Role. Roles define what a user can and cannot do within Footprint. For more information on Roles and how to set them up, see How to Setup User Roles.
1. In the left navigation menu, click Access Control (IAM), then select Roles.
2. Click the Role's Reference Name to which user(s) will be assigned. This will open the Role's page.
3. On the Users tab (default), click the + Assign User to Role option to open the user selection window.
4. Check the box for user(s) to be assigned the Role, then click the Add button. Users can be searched for in the filter on the top right.
The association will be made, and the selected users will now have all permissions as defined by the Role. In addition to individual users, Groups and Service Principals can be assigned via their respective tabs.
4. Assign User to a Data Access Group
Finally, users need to be assigned to a Data Access Group which determine the data they will see displayed when working in Footprint and Footprint Customer Portal. For example, which one of multiple Warehouses will users be working in, which specific Owner will a Service Principal be able to access, and so on. For more information on Data Access Groups and their setup, please see How To Configure Data Access Groups.
1. In the left navigation menu, click Access Control (IAM), then select Data Access Groups.
2. Click the Reference Name of the Data Access Group to which users will be assigned. The DAG's page will open.
3. On the Users tab (default), click the + Assign user to data access group button to search for User Accounts to add to the Data Access Group.
4. Check the box for the user(s) to be assigned to the Data Access Group, then click the Add button.
The association will be made, and the selected users will now have the data visibility as defined by the Data Access Group. In addition to individual users, Groups and Service Principals can be assigned via their respective tabs.
| Last Updated: |
| 11/26/2025 |
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