User management in SQLBot gives global administrators full control over who can sign in, which workspaces each person belongs to, and whether an account is active. Every action described on this page requires the built-in admin role — regular members and workspace admins cannot access these settings.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/dataease/SQLBot/llms.txt
Use this file to discover all available pages before exploring further.
The user list
Navigate to System Settings → Users to see a paginated list of all accounts. You can filter the list by typing into the search box, which matches against the username (account), display name, and email address simultaneously. You can also filter by account status (active or inactive) or by workspace membership.The built-in admin account (ID 1) is always excluded from the list. It cannot be deleted or demoted.
Creating a user
Fill in the required fields
Complete all required fields:
| Field | Description |
|---|---|
| Account (username) | Unique login identifier. Cannot be changed after creation. |
| Name (display name) | The name shown in the UI. Must be unique across all users. |
| Must be a valid email address format. | |
| Status | Set to Active (1) to allow immediate sign-in, or Inactive (0) to create the account without granting access. |
Assign workspaces (optional)
Select one or more workspaces from the workspace selector. The user will be added to each selected workspace as a regular member. If you skip this step, you can assign workspaces later from the user detail view.
Batch importing users
For large onboarding operations, SQLBot supports uploading users from an Excel file.Download the template
Click Download template to get the import spreadsheet with the correct column headers.
Fill in the spreadsheet
Add one user per row. Follow the same field requirements as manual creation: account, name, email, and status.
Upload the file
Click Batch import and select your completed file. SQLBot processes each row and reports any validation errors.
Editing a user
Click a user’s row to open the detail panel. You can update the display name, email address, workspace assignments, and status. The account (username) field is locked after creation and cannot be modified. When you change workspace assignments, the system automatically updates the user’s active workspace context: if their current workspace is removed from the list, they are switched to their first remaining workspace.Activating and deactivating accounts
- Activate
- Deactivate
Open the user’s detail panel and set Status to Active, or use the status toggle directly in the user list. The change takes effect immediately — the user can sign in without logging out.
Resetting a password
To reset a user’s password to the system default:Trigger the reset
Click the Reset password action (the key icon). SQLBot sets the user’s password to the configured default value and clears their session cache.
Deleting a user
Select one or more users in the list and click Delete. You can also delete a single user from their detail panel.Workspace membership
Each user can belong to multiple workspaces at once. Users only see the datasources, conversations, and assistants that belong to their currently active workspace.Assigning a user to a workspace
You can assign workspaces in two places:- From the Users page: open the user detail panel and add workspaces to the Workspace field.
- From the Workspace members page: navigate to System Settings → Workspaces → Members and add users directly.
Workspace roles
Within each workspace, a user holds one of two roles:Regular member
Default role (
weight = 0). Can use chat, run SQL queries, and access all datasources assigned to the workspace. Cannot manage workspace members or settings.Workspace admin
Elevated role (
weight set to admin level). Can add and remove members within the workspace and manage workspace datasources. Cannot access global admin settings.Promoting a user to workspace admin
Navigate to System Settings → Workspaces, select a workspace, and open the Members tab. Find the user and change their role to Workspace Admin.Removing a user from a workspace
From the workspace members list, select the user and click Remove. If this was their active workspace, SQLBot automatically switches them to another workspace they belong to, or resets their workspace context if no other assignments exist.Changing the interface language
Each user can set their preferred interface language independently. The supported locales are:zh-CN— Simplified Chinese (default for new accounts)zh-TW— Traditional Chineseen— Englishko-KR— Korean