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Once you’re ready, click Send invitations. This will generate an email to each user in the invite list that contains a unique link for them to select a password and set up their account on the platform.
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Adding multiple users
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To add multiple users at once, click on Members on the left side menu.
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Once the users are imported into the list, click Add Users. This adds the users to the invite list.
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Under custom options, you can set an expiration date for the user(s). You can also assign roles to the user(s).
Once you’re ready, click Send invitations. This will generate an email to each user in the invite list that contains a unique link for them to select a password and set up their account on the platform.
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Deactivating users
When you need to remove access to an account from your organization, it is recommended to deactivate the account instead of deleting it. This will preserve information such as user history and usage info.
To deactivate a user, click on Members on the left side menu.
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For the user in question, select the additional options menu under actions, then click view.
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Then click Settings > General
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At the top, click Deactivate. If you’re sure you want to deactivate the user, then click OK.
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Deleting users
When you need to remove access to an account from your organization, it is recommended to deactivate the account instead of deleting it. This will preserve information such as user history and usage info. However, there may be occasions when it is necessary to delete an account entirely. If in doubt, deactivating the account is probably better (see “Deactivating users” above).
To delete a user, click on Members on the left side menu.
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Select the user(s) in question, then click Delete Users. If you’re sure you want to delete the user(s), then click OK.
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An alternate method of deleting a user is, for the user in question, select the additional options menu under actions, then click view.
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Then click Settings > General
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At the top, click Delete. If in doubt, deactivating the account is probably better (see “Deactivating users” above). But if you’re sure you want to delete the user, follow the directions, then click OK.
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Moving users
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For info on how to create groups, see the creating groups section of this documentation. |
To move a user (or multiple users), click on Members on the left side menu.
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Select the user(s) in question, then click Move Users.
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Select the group to move the user(s) to, then click Choose group.
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The users will then be moved to the selected group.
Exporting users
To export a user (or multiple users), click on Members on the left side menu.
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Select the user(s) in question, then click Export Users.
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This will export the selected users into a CSV spreadsheet that will be downloaded to the browser download folder.
Pro tip: All users can be selected at once by clicking the checkbox at the top of the table.
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Resending user account invitations
To resend a user’s password,, click on Members on the left side menu.
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For the user in question, select the additional options menu under actions, then click view.
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Then click Settings > General
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Scroll to the bottom of the page, and under User Management, click Resend Invitation.
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You can also click Show Activation Link to access their unique setup link.
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Note that if a user has already activated their account, their general settings page will show the option to Show Reset Password Link.
Resetting user passwords
Usually, users can request links to reset their own passwords by visiting the Viewer login page, entering their email address, and clicking Forgot password. This will generate an email for them with a unique link to use to reset their own password. However, if a user is having trouble with this workflow or for any reason isn’t receiving the reset email, an Admin user can help.
To reset a user’s password, click on Members on the left side menu.
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For the user in question, select the additional options menu under actions, then click view.
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Then click Settings > General
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Scroll to the bottom of the page, and under User Management, click Show Reset Password Link.
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This link can then be sent to the user for them to reset their password.
Note that if a user has not yet activated their account, their general settings page will show the options to Resend Invitation or Show Activation Link.
User Permissions
User permissions are set while creating the user account (see “Adding new users” above). However, an Admin can make changes to these settings as needed.
To update the permissions for a user, click on Members on the left side menu.
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For the user in question, select the additional options menu under actions, then click view.
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Then click Settings > General
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The available permissions for the user will be found under the Permission setting. Use the checkboxes to dd the permission(s) the user should have.
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The possible permissions are the following:
User: Basic platform account access - no access to Admin Tools or Reporting.
Viewer: The user can view their own dashboard and their own report (no group or company usage, and no Admin permissions)
Group Viewer: The user can view their group’s dashboard and their group’s report. Includes viewing usage for individual user accounts (for account within the Group Viewer’s user’s assigned group only).
Group Admin: The user can perform admin functions for their assigned group, plus all permissions in the Group Viewer role.
Company Viewer: The user can view their company’s dashboard and their Company’s report. Includes viewing usage for all individual user accounts within the Company Viewer’s company.
Company Admin: The user can perform admin functions for their entire company, plus all permissions in the Company Viewer role. This is the highest level role and grants the most permission to a user.
Please note that some permissions may not be visible or available depending on your unique company setup and your own user role. For example, a Group Admin cannot make any account a Company Admin.