How do I access my organization's DataSet account?

Introduction

If you are a new employee or your email address was recently changed, you may not be able to access your organization's DataSet account. This article explains the process for requesting and gaining access.

Who do I contact?

You will need to contact your organization's DataSet account administrator. This is an individual who has full account access and can add you directly. DataSet Support can help you (or the account administrator) with any technical questions; however, we are unable to grant access to our customer's accounts.

How do I add users to the account (as an Account Administrator)?

Click the User Menu -> "Manage Users" -> "Add New User(s)" -> "Send Invite" to do so

Request Account Access

I don't have a DataSet Account

You don't need to create a DataSet trial account. The easiest way to proceed is to request access from your organization's DataSet account administrator. Once you have been added, you will receive an introductory email. Open it, create an account password, and proceed to the next step in this article.

I created a Trial Account

If you see a warning of "Your trial has ended", you can disregard it. To proceed, request access from your organization's DataSet account administrator. When you receive the invitation email, complete it. You can now proceed to the next step in this article.

My organization uses SSO

SSO is used for authentication, but successfully logging in with SSO won't automatically link your account with your organization's account.

Access your Organization's Account

Once you have completed the invitation process (under Request Account Access), log into your account and click the User Menu -> "Manage Teams" page. In the "Account to Use" field, add the email address of the organization account that you were invited to.

Congratulations! You can now access your organization's DataSet account.