User Management

User Roles

This section defines each user role.

Admin

Same as User, plus:

• Can manage users and user groups.
• Can change System Settings.

User

Same as Viewer, plus:

• Can create dashboards.
• Can create and edit reports.
• Can modify object metadata.

Viewer

• Can view public or shared dashboards.
• Can view reports.
• Can view object details and perform comparison and analysis.

Portal

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

Create User Accounts

To create a user account, complete the following steps:

1. In the Users tab, click Add (+).
2. Select the appropriate role.
3. Enter the email address. The email address is used only for login; no emails are sent.
4. Enter the display name.
5. Click Save (✔).

After you create the user, an onboarding link appears. Send the link to the user so they can log in and set their password.

Note: If a request fails at this point, check whether the user already exists. Press Ctrl+F (Windows) or Command-F (Mac) to search. If you do not find the user, use the Messenger app in the lower-left corner to contact Customer Success Managers for assistance.

Update User Accounts

You can change the role, email address, or name. After making changes, click Save (✔).

Reset a Password

An administrator can reset a user’s password. This action deletes the old password and generates a new onboarding link.

To reset a password, complete the following steps:

1. Choose Accounts > Users, and then select the user.
2. Click the More options (ellipsis) icon, and then click Reset password.
   
3. Open More options again, and then click Copy onboarding token to copy the shareable link.
4. Send the link to the user, and remind them that it is valid for one week.

Note: The onboarding link is valid for one week. If it expires, generate a new link.

Delete User Accounts

To delete a user account, complete the following steps:

1. Click the More options (ellipsis) icon, and then click Delete user.
   

Caution: Dashboards that belonged to the deleted user will indicate that the owner cannot be found. If the user had a private dashboard that is not shared with any user groups, it will be lost.