Managing Users — Walkthrough Guide

Overview

The User Management page is accessible from Settings → Organization → Users. This is where administrators can create new users, assign roles, assign users to companies within their organization, and activate or deactivate accounts.

Accessing User Management

1. Navigate to Settings from the sidebar.
2. In the left navigation panel, under the Organization section, click "Users".

Viewing Existing Users

The Users page displays a table of all users in your organization, including:

• Name — The user's full name
• Email — Their login email address
• Role — Their assigned role (e.g., Admin, Editor, Viewer)
• Company — Which company within the organization they belong to
• Status — Whether they are active or deactivated
• Actions — Edit and delete buttons for each user

Adding a New User

To add a new user to your organization:

1. Click the "Add User" or "Create User" button at the top of the Users page.
2. Fill in the required fields:
   • First Name — The user's given name
   • Last Name — The user's surname
   • Email Address — Their login email (must be unique across the organization)
   • Password — An initial password for their account
   • Role — Select a role from the predefined roles (see Roles & Permissions)
   • Company — Assign them to a company within your organization
3. Click "Create" or "Save" to finalize.

The new user will receive access with the permissions defined by their assigned role.

Editing a User

To modify an existing user's information:

1. Find the user in the Users table.
2. Click the Edit (pencil) icon on their row.
3. An Edit User modal will appear where you can change:
   • Name
   • Email
   • Role assignment
   • Company assignment
4. Click "Save" to apply changes.

Deactivating / Deleting a User

To remove a user's access:

1. Find the user in the Users table.
2. Click the Delete (trash) icon on their row.
3. Confirm the deletion in the confirmation dialog.

Assigning Roles

Each user must have a role that defines what they can and cannot do in the platform. Roles are managed separately in Settings → Organization → Roles.

Common role capabilities include:

• manage_organization — Can manage organization-level settings
• manage_integrations — Can configure third-party integrations
• manage_users — Can add/edit/remove other users
• view_dashboards — Can view dashboards
• edit_dashboards — Can create and modify dashboards

See the Roles & Permissions guide for more details on creating custom roles.

Assigning Users to Companies

Users are always assigned to a specific company within the organization. This determines:

• Which dashboards they can see by default
• Which data sources they have access to
• Which other users they can collaborate with

To change a user's company assignment, edit the user and select a different company from the dropdown.

Troubleshooting