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Managing Users

Shows how to add, edit, and delete users

The Users tab is where you add, remove, and manage users and their report subscriptions.

Add a new user

  1. Click Add User.

  2. Enter the user's email address. To add multiple users with the same role, separate the addresses with commas.

  3. Choose a role:

    • Analyst: Access limited to reports only.

    • Developer: Unlimited access, except user management.

    • Administrator: Unlimited access.

  4. Email User Account Details: If left selected, an automated email is sent with the user's credentials.

  5. Receive emailed reports: Allows the system to send the user emailed reports. The reporting frequency is set in the Brand Settings tab.

  6. Click Add User(s).

Turn emailed reports on or off

Toggle the button in the Emailed Reports column to turn reports on or off for an individual user.

Edit a user

An Administrator can update a user's role by clicking the Edit button next to that user.

Delete a user

  1. Click More Options.

  2. Select Delete.

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