User Management
  • 07 Aug 2024
  • 2 Minutes to read
  • Contributors
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User Management

  • PDF

Article summary

User Roles

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

Admin

Same as User, plus:

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 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 ✔ button.

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 and set their password.

image.png


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
    image.png

  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 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.

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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.

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