User Management

User Roles

Before we get too far, here's the definition of each of the user roles.

Admin

Same as user plus:

• Can perform user and user group management
• Can change System Setting as well

User

Same as viewer plus:

• Can create new dashboards
• Can create/edit reports
• Can modify object metadata

Viewer

• Can view public or shared dashboards
• Can view reports
• Can view objects details and execute comparison/analysis

Portal

• Can view public and shared dashboards only
• Cannot view session details or use the Analysis tools

Creating new user accounts

1. Use the ➕ symbol from the User tab to initiate the creation of a new user.
2. Select the appropriate role.
3. Enter their e-mail address (used for login purposes only, we won't send them mail)
4. Enter their name for display purposes.
5. Submit using the ✔

Once the user is created, you'll be presented with an on-boarding URL. Send this in a message to the user so they can login, set their password and start having fun.

Updating user accounts

You can change role, email address or name - just change it and select the ✔ to save.

Resetting a Password

An administrator can reset a user's password via account management. This will delete their old passworkd and generate a new onboarding link that you can send to the user. This new onboarding link will only be valid for 1 week, so you may need to re-generate it if the user doesn't utilize it within that period.

Follow the below steps to reset a password via GUI.

1. Navigate to Account Management, and select the user

2. Utilize the ellipsis/triple dot icon to access the more options menu, and the reset password option
   

3. Re-open the more options menu, and select the copy onboarding token option to get the shareable link
   

4. Send that link on to the user requesting the password reset with a reminder its only good for a week.

Deleting user accounts

This one is simple, click on the triple dots for more options and select the delete user.