User Management

User Management lets admins control who has access and what they can do.

Accessing User Management

1. Click Company in the sidebar
2. Select Users
3. View your team members list

Viewing users

The user list shows:

Column	Description
Name	Display name
Email	Login email address
Role	Permission level
Dashboard Groups	Groups the user belongs to
2FA Status	Whether 2FA is enabled
Last Active	Most recent activity

Adding users

Step 1: Click Add User

1. In User Management, click + Add User
2. The new user form opens

Step 2: Enter user details

Field	Description
Email	User’s email (required)
Name	Display name
Role	Permission level (Admin, Staff, Member)
Dashboard Groups	Groups to assign

Step 3: Send invitation

1. Review the info
2. Click Send Invitation
3. User gets an email to set up their account

Invitation process

1. User receives invitation email
2. Clicks link to create password
3. Sets up account
4. Gets access based on assigned role and groups

Editing users

Changing user details

1. Find the user
2. Click Edit (pencil icon)
3. Modify name, role, timezone, dashboard groups, or email digest settings
4. Click Save

Changing user role

1. Edit the user
2. Select new role from dropdown
3. Save changes
4. New permissions apply immediately

Available user roles are Admin, Staff, and Member. External viewers should use ShareLinks instead of a separate guest role.

Managing Dashboard Group membership

1. Edit the user
2. Add or remove group assignments
3. Save changes
4. User sees updated dashboards

Managing email digests (Business+)

Admins on Business or Starship can manage a user’s email digest from the edit screen.

1. Open the user in Company -> Users
2. In Email Digest, turn on Enable email digest
3. Choose Daily or Weekly
4. Choose a send time from Send at
5. Click Save

The digest is sent using the user’s timezone. If the setting has never been changed, the default is disabled, with Daily and 8:00 AM selected when you turn it on.

What the digest includes:

• Audit log activity only
• Create, update, and delete changes
• A summary of what changed and who made the change

If there are no qualifying changes during the period, no digest email is sent.

Configuring user permissions (Professional+)

Admins on Professional, Business, or Starship tiers can configure granular permissions:

1. Edit the user
2. Click Configure Permissions
3. Adjust settings in the permission panel
4. Save changes

Dataset permissions

Control which datasets the user can access:

1. Set Access Mode:

   • Full access - All datasets visible (default)
   • Blacklist - Exclude specific datasets
   • Whitelist - Only include specific datasets

2. For blacklist or whitelist modes:

   • Search for datasets to add
   • Set permission level for each:
     • Read - User can view and use the dataset (widgets, modified datasets, joined datasets) but cannot edit it
     • Read & Write - User can view, use, and edit the dataset
   • Click Add to apply

3. To remove entries:

   • Click the × next to the dataset
   • Save changes

Feature permissions

Control write access to specific features:

Feature	What it controls
Dashboards	Creating and editing dashboards and widgets
Integrations	Adding and configuring data sources
Modified datasets	Creating and editing modified datasets
Filter variables	Creating dynamic filter variables
Share links	Creating public share links
Resplendent API	Managing API credentials
Custom integrations	Creating custom integrations
Templates	Creating dashboard templates
Reports	Creating and editing reports
Widget snapshots	Creating widget snapshots
Soundboard	Managing soundboard sounds
Tags	Managing dataset tags

For each feature, choose:

• Default - Follow role default (staff can write, member read-only)
• Enabled - User can create and edit
• Disabled - User can view but not modify

Tip

Permissions take effect immediately. The user may need to refresh their browser to see changes in the UI.

Removing users

Deactivating a user

1. Find the user
2. Click Deactivate
3. User can no longer log in
4. Account can be reactivated later

Deleting a user

1. Find the user
2. Click Delete
3. Confirm
4. Account is permanently removed

Caution

Deleting is permanent. Consider deactivating instead to preserve history.

User status

Status	Description
Active	Can log in and use the system
Invited	Invitation sent, awaiting setup
Deactivated	Account disabled, cannot log in

Resending invitations

If a user didn’t get their invitation:

1. Find the user (status: Invited)
2. Click Resend Invitation
3. New email is sent
4. Previous link is invalidated

Password reset

User-initiated reset

1. Go to sign-in page
2. Click Forgot Password
3. Enter email address
4. Follow email instructions

Admin-initiated reset

1. Find the user
2. Click Reset Password
3. User receives reset email

Two-Factor Authentication

Viewing 2FA status

The user list shows:

• Enabled: 2FA is active
• Disabled: 2FA not set up

Requiring 2FA

Admins can:

• Encourage users to enable 2FA
• Enterprise plans can enforce 2FA

Resetting 2FA

If a user loses their authenticator:

1. Find the user
2. Click Reset 2FA
3. User must set up 2FA again on next login

Bulk operations

Exporting user list

1. Open Company -> Users
2. If needed, use the search box to narrow the list
3. Click Export CSV
4. Download the users.csv file

The export includes the users currently shown by the table. If you filter the list with search first, the CSV contains only those matching rows.

Bulk invitations

For many users:

1. Prepare a CSV with emails and names
2. Use bulk import (contact support)
3. Invitations sent to all

Self-service features

User profile

Users can manage their own:

• Display name
• Password
• 2FA settings
• Email digest preferences

What users cannot change

• Their own role
• Dashboard group assignments
• Account deletion

Troubleshooting

User can’t log in

• Verify email is correct
• Check account isn’t deactivated
• Try password reset
• Verify 2FA code is correct

User can’t see dashboards

• Check dashboard group assignments
• Verify dashboards are in assigned groups
• Confirm role has view permission

Invitation not received

• Check spam/junk folder
• Verify email is correct
• Resend the invitation
• Check email deliverability

2FA issues

• Verify device time is synced
• Try using a recovery code
• Admin can reset 2FA

Related topics

• Roles & Permissions
• Dashboard Groups