Users and Groups

DataReportive provides robust user and group management features to help you organize your team and control access to your data and reports. This section covers how to add, edit, and manage individual user accounts, as well as how to create and manage user groups for streamlined collaboration and permission management.

Adding a New User

To add a new user to your DataReportive organization, follow these steps:

  1. Click on the "Users" subsection. This will display a list of current users.
  2. Click the "Add User" button, usually located at the top right of the user list.
  3. A form will appear, prompting you to enter the new user's details:
    • Email Address: The user's primary email address, which will be used for login and notifications.
    • First Name: The user's first name.
    • Last Name: The user's last name.
    • Role: Assign a role to the user. Roles define the default set of permissions the user will have. (See the User Types section for more details).
  4. Once you have filled in the required details and selected a role, click the "Add User" button.
  5. The new user will receive an email invitation to join your DataReportive organization. They will need to follow the instructions in the email to set their password and activate their account.
Adding a new user form in DataReportive

Editing a User

Administrators can modify the details and roles of existing users. To edit a user account:

  1. Navigate to "Users" section.
  2. Locate the user you wish to edit in the user list.
  3. Click on the user's name or an "Edit" icon associated with their entry.
  4. You will be presented with a form containing the user's current information. You can modify the following fields:
    • Email Address
    • First Name
    • Last Name
    • Role: You can assign a different role to the user, which will update their default permissions.
  5. Make the necessary changes and click the "Save" button to apply them.
Editing a user form in DataReportive

Deleting a User

Administrators can delete user accounts from their DataReportive organization. Please exercise caution when deleting users, as this action cannot be easily undone.

  1. Navigate to "Users" section.
  2. Locate the user you wish to delete in the user list.
  3. Click on the "Delete" icon (usually a trash can icon) associated with their entry.
  4. A confirmation dialog will appear, asking you to confirm the deletion. Read the warning carefully.
  5. If you are sure you want to proceed, click the "Confirm Delete" button.

Important Considerations:

  • Deleting a user will revoke their access to DataReportive.
  • Any reports, dashboards, or other content created solely by the deleted user will still be accessable.
  • Audit logs may still retain records of actions performed by the deleted user for historical purposes.