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 hubs to tenants. 
• 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 desired tenant or hub 
• Go to Administration by clicking on the small wheel symbol
• Select Users -> Add New 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 finalise, 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 hubs or tenants. For an explanation of roles, see the dedicated article: User Roles And Access Right Types

• Choose the desired tenant or hub
• Go to Administration by clicking on the small wheel symbol
• Select Users -> Show User list
• 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 hub or tenant, both roles will now show up at the bottom

DELETING A USER

• Choose the desired tenant or hub
• Go to Administration by clicking on the small wheel symbol
• Select Users -> Show User list
• Find the correct user and click Stats
• 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 transfer any dashboards or other objects to
• To confirm the transfer, click Reattach objects to user
• You can now delete the user by clicking Delete