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!

A quick breakdown on User Roles before we get into the how-to's:

• Admin:

  • has the ability to manage everything including users and connectors

• Editor:

  • has the ability to manage boards and widgets, view Explore, use all AI features

• Viewer:

  • can view only existing boards and widgets, can't edit or view Explore, but can use AI features across the entire database

• Reports Only

  • can view only existing boards and widgets, cannot edit, view explore, or use AI

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

If you have users that need specific permissions, feel free to reach out to [email protected].