Team & Access Overview
Tools for managing your team: who has access, what they can do, and what they can see.
User management features
Section titled “User management features”- Team & Access: Invite team members, edit profiles, and manage permissions
- Roles & Permissions: Control what each user can see and edit
- Dashboard Groups: Segment dashboards by department or client
User hierarchy
Section titled “User hierarchy”Resplendent Data uses role-based access control:
| Role | Level | Description |
|---|---|---|
| Admin | High | Full access to data settings, billing, and company administration |
| Staff | Medium | Can manage dashboards, data sources, and operational setup |
| Member | Standard | View and interact with assigned dashboards (read-only by default) |
External viewers should use Share Links. Share Links are not a user role and do not require creating a user account.
Dashboard Groups
Section titled “Dashboard Groups”Dashboard Groups control visibility. Instead of assigning dashboards to users individually, you create a group (e.g., “Customer Success”), add dashboards to it, then add users.
- Segment access: Keep financial dashboards private to management
- Client isolation: If you’re a reseller, ensure Client A never sees Client B’s dashboards
User limits by tier
Section titled “User limits by tier”| Tier | Included users | Additional users |
|---|---|---|
| Free Forever | 1 | Not available |
| Starter | 5 | Contact Sales |
| Professional | 15 | Contact Sales |
| Business | 30 | Contact Sales |
| Starship (Enterprise) | Unlimited | Unlimited |
Security & compliance
Section titled “Security & compliance”- Two-Factor Authentication (2FA): Available and recommended for everyone
- Single Sign-On (SSO): Connect your corporate identity provider (Business/Starship)
- Audit Logs: Track every user action for compliance (Business and higher)