Adding New Users & Setting Roles
Add new users to your BI Portal and assign them appropriate roles to manage access and responsibilities effectively.
Where to find Users
Head to the top-right corner of your portal and click on your profile icon. From the drop-down menu, select Users.
Creating a new user
Once on the Users page, click the + New button located in the top-right corner. You will be redirected to the Create New User page, where you can enter the necessary details to add a new user.
Information you'll need to complete
Here, you can add the following information
Organization
First Name
Last Name
Email
Phone
Company
Department
Role: Assign one of the following roles: Admin, Manager, User, or Email User.
Once completed, click Save to add the user.
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