> For the complete documentation index, see [llms.txt](https://docs.corraldata.com/kb/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.corraldata.com/kb/getting-started/manage-users.md).

# Add & manage users

User management, at your fingertips:

* Add new users to your account and decide which existing dashboards they'll have access to. 
* Manage board-level permissions.
* Made a brand new dashboard? Enjoy the peace and solitude, or invite other users to come join you!

### User roles

| Role         | Invite users           | Edit boards & widgets | AskCorral (AI) | Manage data sources |
| ------------ | ---------------------- | --------------------- | -------------- | ------------------- |
| Admin        | Yes                    | Yes                   | Yes            | Yes                 |
| Editor       | Editors & Viewers only | Yes                   | Yes            | No                  |
| Viewer       | No                     | Read-only             | Yes            | No                  |
| Reports Only | No                     | Read-only             | No             | No                  |

{% @arcade/embed flowId="BkwMPTFSdNWP2F6cOn79" url="<https://app.arcade.software/share/BkwMPTFSdNWP2F6cOn79>" %}

{% @arcade/embed flowId="O9wiR5nHqPCTLRqDxS6P" url="<https://app.arcade.software/share/O9wiR5nHqPCTLRqDxS6P>" %}

See all active users on a dashboard *(and easily add new ones)* in the top right corner:

<figure><img src="/files/vjKr6ucDV3lEoZ5ynC8x" alt=""><figcaption></figcaption></figure>

**When to use each role**

* **Admin** — your data lead or power user. Keep this to one or two people.
* **Editor** — anyone who builds or edits dashboards. Most of your active users.
* **Viewer** — people who only need to read reports, with AskCorral access.
* **Reports Only** — same as Viewer, without AskCorral. Use this for seats on plans that don't include AI.

#### Editing a user's role

1. Find the user in your user list.
2. Click **Manage** next to their name.
3. Select **Edit role**, choose the new role, and save.
4. Reload the page to confirm the change.

#### Removing a user

1. Click **Manage** next to the user's name.
2. Select **Remove user**.
3. In the confirmation window, click **Confirm**.

> Removing a user cannot be undone. If you click Cancel in the confirmation window, the user is not removed, so always check the list afterward.

> Manage Data Sources and Connect Integrations only appear for users with the Admin role. If you can't see them, check that your account is an Admin.

{% hint style="info" %}
If you have users that need specific permissions, feel free to reach out to <support@corraldata.com>.
{% endhint %}


---

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