Add, change or delete users

Company Admins and Business Admins can add and edit user accounts in Adverity Insights

• Access rights are provisioned per user on a business entity level and inherited top-down from Workspace Groups to Workspaces. 
• It's required to set up a role on the given business entity, the role is afterwards assigned to to a certain user
• Company Admins and Business Admins can enable/disable users, only Company Admins can delete users.

For more information read the dedicated article on roles and permissions: User Roles And Access Right Types

ADDING A NEW USER

NOTE: Creating a user on a specific hub will automatically grant this user access to all business entities beneath this hub.

1. Choose the Workspace Group or Workspace to which you want to add the user.
2. Go to Administration.
3. Select Users and roles -> Users -> Add user.
4. You will now be prompted to enter the user's email address, first name and last name.
5. Unless necessary, do not change the settings for Tree Viewing Permission.
6. Under Number Formatting, you may choose between German or English. The number formatting also defines in which language time dimensions in explore are being displayed.
7. Under Role select the role that defines which menu items are visible for this user.
8. If there are no roles to choose from read this article on how to set up a role.
9. To finalize, select Create.

Your newly created user will immediately receive an e-mail notification that includes a link plus the possibility to set up a password

ASSIGNING A NEW ROLE TO AN EXISTING USER

Note: Users can hold different roles in different Workspace Groups or Workspaces. For an explanation of roles, see the dedicated article: User Roles And Access Right Types

1. Choose the Workspace Group or Workspace to which you have added the user.
2. Go to Administration.
3. Select Users and roles -> Users
4. Find the correct user and click Show
5. In the Role field, you can now select a new role
6. Click Update to complete the change

If this user already has a role in a different Workspace Group or Workspace, both roles will now show up at the bottom

DELETING A USER

1. Choose the Workspace Group or Workspace to which you have added the user.
2. Go to Administration
3. Select Users and roles -> Users
4. Find the correct user and click Dependencies
5. Before you can fully delete a user, you have to transfer any dashboards that this user created to another user
6. In the drop-down menu, select a new user to whom you wish to transfer any dashboards or other objects.
7. To confirm the transfer, click Reattach objects to user.
8. You can now delete the user by clicking Delete.