👥User Management

If you have multiple stakeholders using your Report Pundit account, you can set up and manage their access in this section.

There are two types of accounts available: Admin and User. This guide will walk you through managing user access and ensuring everyone sees the information they need.

🚪Accessing User Management

To access the user management feature, click on ⚙️ Settings in the navigation panel and on User Management in the left side panel.

👉Steps to Create an Account

1. Click the Add Account button in the User Management dashboard.

2. Select the type of account (Admin or User) in the drop-down menu, enter the Username and Password in the pop-up box that appears.

3. Click Create Account at the bottom.

That's it. The desired account will be created. Note that if you're creating a User account, you can click on the icon in the Access to section to manage the account's access privileges.

👉Steps to Delete an Account

1. In the User Management dashboard, click the Delete icon of your desired account.

2. A dialog box will pop-up asking you to confirm or cancel the process. Click on Yes, Proceed to delete the account or Cancel to forfeit the process.

🛂Admin Account

An Admin account comes with unrestricted access to every Report Pundit features and functions. With an Admin account, you can:

• Add and Remove Users

• Modify User Permissions

• Edit and Create Reports

• Change User Passwords

Here is an example of an admin account tab. It's color-coded Orange for easy identification.

It shows the Username, Password (Redacted, with link to Password Edit option), Access to (All Reports), and option to Delete it ().

You can add multiple admin accounts and view them in the same page.

🔐User Accounts

If you want to provide limited access to your Report Pundit data, you can set up a User account. This account type lets others use your Report Pundit account while protecting your sensitive data and settings.

Here is the User account tab as seen in the User Management dashboard. It's color-coded Green for easy identification.

It shows the Username, Password (Redacted, with link to Password Edit option), Access to (No. of Reports), and option to Delete it ().

By default, non-Admin users cannot access these Report Pundit functions:

• Sidebar view

• Charts

• Field formatting

• Report formatting options.

Also, non-Admin users cannot rename, delete, clone, or share report links. This lets you have strong oversight and control over your account.

🛃User Permissions defined by Admin 👥

As an Admin, you have the authority to define specific permissions for each user and report using the following options:

1. View Only: Users can only view the report.

2. Filter: Users can apply filters to reports.

3. Add Columns: Users can add data columns to reports.

4. Save: Users can save reports.

5. All Access: Users can view, filter, add columns, and save reports.

🎒Default Options for User Reports

User reports come with handy default options to enhance functionality. Users can select a date range, export reports, sort data, and group data (if a date field is selected) for a smooth experience from the get-go.

If you have further questions or require assistance, contact our expert support team via live chat or at [email protected].