user_guide.mp4

This section explains how to add and remove users from the organization, and control their permission level. Only Admins can manage users.

1. Click your email address in the top right corner to go to the User Account page.
2. Click the Admin Console button to go to the User Management page.
3. Click Add User to go to the Add User page.
4. Enter user information.
   • Name: Full name (e.g., “Dan Freeman”).
   • Email: Email address user will log in with.
   • Role:
     • Viewer: Can view existing reports but cannot create or edit anything.
     • User: Can create, edit, and delete reports, but cannot manage other users.
     • Admin: All User permissions, plus the ability to add and remove users.
   • Projects: Projects the user has access to. The user will have real-time access to all reports in those projects, including existing reports and any added in the future.
5. Click Add User. The page will return to the User Management table and display a ”User added successfully” confirmation. A temporary password will be automatically sent to the user’s email address.

For the user’s next steps, see section on Logging in.

Deleting users

1. Navigate to the User Management page.
2. Click the Bin Icon next to the user’s name. A confirmation prompt will appear directly below the user’s row: ”Are you sure you want to delete [name]? This cannot be undone.”
3. Click Delete to confirm or Cancel to go back. Reports created by a deleted user will still be accessible to other members of the organization.