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.

Manager - Can view all workspaces within the portal

User - Can only view certain workspaces with the portal