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Adding new users

This article explains how to add a new user to the platform, assign the correct access level, and configure any group-based restrictions or management settings

 

To add new users, just click on the People tab and select ‘add new’.

Enter the new user’s details and choose:

Access level:

  • Read only access is 'read-only' access and allows a user to see the audit - they won't be able to add queries or use automation
  • Standard access users can make changes via the platform - adding queries and using automation as well as adding new accounts and users to the platform.
  • Admin access users can also change profiles and view the billing page.

For more detail on user permissions, please follow the link here.

View Group: A user will only be able to see accounts within the group they can view.

Manage Group: A user's score on the People tab will be based on the group they manage.