Manage users
You can view a list of your Dashboard users, and manage their access, roles, and permissions.
Anyone with the View the list of users on the account permission can access the Roles and permissions page from the Settings menu > Settings page, which lists all the account's users. Depending on your entity access and business needs, you can filter the list to find users whose details you can edit. The Account owner can view and manage all users for all entities on the account.
If your organization uses single sign-on, user management is handled by your third-party identity provider (IdP) and is not available within the Dashboard.
The Roles and permissions page provides an overview of all users, including their roles and user status.
The Last login column reflects the three possible user statuses:
Pending– The user has been invited to your Dashboard but hasn't yet accepted the invite or set up their sign in details. Invites expire after seven days.[Timestamp]– The user has accepted the invite. The date and timestamp show the last time they accessed the Dashboard.Expired– The user did not accept the invite in time and it expired. To resend it, next to the status, select Resend invite.
To view more information or edit a user's details, select a row. The User profile page is displayed.
To add a user, you must have the Admin user role.
You can add as many users to your Dashboard as needed. You must provide each user’s email, name, and role, as well as the entities you want them to have access to.
New user invites expire after seven days. If the new user does not activate their account within that timeframe, an Admin needs to resend the invite.
- Sign in to the Dashboard.
- Select the Settings menu in the top navigation bar, and then select Settings.
- Under Team settings, select Roles and permissions.
- Under the Users section, select New user.
- On the New user page:
- Under Settings, enter the user's First name, Last name, and Email address.
- Under Access to entities and entity segments, turn on the toggle for specific entities and segments you want the user to have access to.
Alternatively, to give the user access to all existing and future entity segments, select Grant full access. - Under Permissions, from the Role dropdown, select the user's role.
If you select the Admin role, the access granularity is restricted at the legal entity level.
- Select Save user.
A confirmation message appears and the new User profile page is displayed.
The new user's status isPending. When they activate their account, this is replaced with[Timestamp].
Note
You can only assign a user to entities that you have access to. Once added, another Admin can amend the user’s access if required.
To edit an existing user's role and entity access, you must have the Admin user role.
To update an existing user's role to a custom role, you must first create the custom role.
- Sign in to the Dashboard.
- Select the Settings menu in the top navigation bar, and then select Settings.
- Under Team settings, select Roles and permissions.
- Under the Users section, select the user.
- In the User profile page, from the Role dropdown, update the user's role.
- Select Save to confirm.
The user's details are updated.
To delete a user to revoke all their access rights and completely remove them, you must have the Admin user role.
- Sign in to the Dashboard.
- Select the Settings menu in the top navigation bar, and then select Settings.
- Under Team settings, select Roles and permissions.
- Under the Users section, select the user.
- In the User profile window that opens, select Delete user.
A confirmation dialog appears. - To confirm, select Delete user again.
A confirmation message appears and the user is removed from the Roles and permissions overview.
If you suspect that a user's Dashboard account is compromised, you can revoke their Dashboard access. The user cannot access the Dashboard until their access is restored.
To revoke Dashboard access, you must have the Admin or IAM Admin user role.
- Sign in to the Dashboard.
- Select the Settings menu in the top navigation bar, and then select Settings.
- Under Team settings, select Roles and permissions.
- Under the Users section, select the user.
- In the User profile page that opens, select ... Manage user, and then select Revoke access.
A confirmation dialog appears. - To confirm, select Revoke access again.
To restore Dashboard access, you must have the Admin or IAM Admin user role.
- Sign in to the Dashboard.
- Select the Settings menu in the top navigation bar, and then select Settings.
- Under Team settings, select Roles and permissions.
- Under the Users section, select the user.
- In the User profile page that opens, select ... Manage user, and then select Restore access.
A confirmation dialog appears. - To confirm, select Restore access again.
If you have the Account Owner user role, you can transfer the account ownership to a user with the Admin user role.
- Sign in to the Dashboard.
- Select the Settings menu in the top navigation bar, and then select Settings.
- Under Team settings, select Roles and permissions.
- Under the Users section, select the user you want to transfer the ownership to.
- In the User profile page that opens, select Manage user > Transfer ownership.
A confirmation dialog appears. - Enter your password, and then select Transfer ownership.
The Account Owner role is transferred to the specified user. As the previous owner, your user role changes to Admin.
If the current owner is no longer with your organization, a user with the Admin user role can request support with the following information:
- Proof that the current owner is inactive
- Details of the new owner, who must be an existing user with Admin user role