User Management

User Roles

This section provides the definition of each of the user roles.

Admin

Same as User, plus:

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

User

Same as Viewer plus:

• Can create new dashboards
• Can create and 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 Users tab to initiate the creation of a new user.
2. Select the appropriate role.
3. Enter their email address (used for login purposes only, we won't send them mail).
4. Enter their name for display purposes.
5. Submit using the ✔ button.

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

Note: If you get a failed request at this point, double-check that the user doesn't already exist (CTRL-F/CMD-F). If you don't find them, use the messenger app in the bottom left corner to send a note to our Customer Success Managers for assistance.

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 that it is 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.

Note: Any dashboards that belonged to that user will show a message that the owner can no longer be found. If that user had a private dashboard that is not shared with any user groups, it will be lost.