Required role: Supervisor.
Navigate to User Management
To open the administration section
Click on your profile icon in the top right corner of the window.
Select "Settings" from the drop-down menu to access the Administration dashboard.
Choose the "Users" section on the main screen or in the left panel.
The “Users” page is a control center where you can
Create new user accounts;
See and manage existing users on the server;
Search users by name or other attributes, and filter them by type and status;
Check the information about each user's actions;
Get the big picture with server-wide billing-related usage statistics.
User List
The table displays key info about users. You can change the status or assign roles to an individual user by clicking the respective cell in the row. For making changes to multiple rows simultaneously, select the desired rows and choose an action from the toolbar.
You can sort the table by clicking the title of any column to arrange rows accordingly.
Column | Description |
Magic Wand icon | The magic wand icon indicates that the user is a Creator, and unmarked accounts belong to Collaborators. |
Name | Contains the provided full name and email of the user. Click on the name of a user to navigate to the individual screen for more details and operations. |
Status | Account status reflects the current stage of a user account. Accounts can progress through various stages, including “Invited”, “Pending moderation”, “Active”, “Blocked”, and “Deleted”. |
Team | For improved billing organization and access management, accounts can be linked to one of the existing teams. This association helps streamline billing processes and ensures the right users have access to the appropriate folders and entities. |
Roles | Abbreviated Roles granted to the account. Click on the cell to see and manage the user’s role. Read more about the system roles here. |
Last Activity | The "Last Activity" column shows the most recent interaction a user had with the server in any manner. By sorting users based on this column, you can identify the most or least active users. |
Entities | The number of entities owned by the account. These could be dashboards, databases, charts, etc. |
Records | The total number of interviews or records in all databases owned by the users. |
P30d | This value represents the number of days a user has interacted with the server within the last 30 days. I.e. it ranges from 0 to 30. |
Avg.PV | The average number of hits (such as calculations, dashboard views, etc.) a user performs daily is calculated over the past 30 days. This provides an insight into their typical daily activity when they work with the system. |
Registered | This indicates the date when the user first registered on the server. |
Invited by | This refers to the person who either invited this user to register on the server. |
