How to access User Management?
Click your avatar at the bottom of the page, then select Workspace Settings
From the navigation bar, select User Management in the Workspace section.
Invite a workspace member
Click Invite members in the Workspace section
Enter an email address and set permission
Admins can modify workspace settings, manage all users, access all sources and tools, and create or delete teams.
Editors can have full access or team-based access to sources and tools, and can invite or remove members from the teams they belong to. They can also invite or remove members with lower-level roles (e.g., Viewers).
Full Access: Grants users access to all sources, tools, reports, and folders across the workspace.
Team-Based Access: Limits users to the sources, tools, reports, and folders defined in the team settings.
Invite a guest
Click Invite guests in the Guests section
Enter an email address and set permission
Guests do not have access to the entire workspace. Their access is limited to viewing specific reports, with a maximum of 10 reports per guest.
Manage users
Here’s a list of actions, including editing, copying email, releasing a seat, and editing members in bulk.
If an invitation is pending, you can resend or revoke it.
Create teams
Teams define the access for workspace’s editors (team-based).
Team-Based Access: Limits users to the sources, tools, reports, and folders defined in the team settings.
Click the “Teams” tab to go to team settings.
Click Create teams
Add members to a team
You can only add active members of the workspace to this team. Guests are not permitted to join. Please invite new members to the workspace before adding them to this team.
Manage teams
Here’s a list of actions, including editing and deleting a team.
