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.
- Choose the Workspace Group or Workspace to which you want to add the user.
- Go to Administration.
- Select Users and roles -> Users -> Add user.
- You will now be prompted to enter the user's email address, first name and last name.
- Unless necessary, do not change the settings for Tree Viewing Permission.
- 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.
- Under Role select the role that defines which menu items are visible for this user.
- If there are no roles to choose from read this article on how to set up a role.
- 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
- Choose the Workspace Group or Workspace to which you have added the user.
- Go to Administration.
- Select Users and roles -> Users
- Find the correct user and click Show
- In the Role field, you can now select a new role
- 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
- Choose the Workspace Group or Workspace to which you have added the user.
- Go to Administration
- Select Users and roles -> Users
- Find the correct user and click Dependencies
- Before you can fully delete a user, you have to transfer any dashboards that this user created to another user
- In the drop-down menu, select a new user to whom you wish to transfer any dashboards or other objects.
- To confirm the transfer, click Reattach objects to user.
- You can now delete the user by clicking Delete.
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