# User Management

If you have multiple stakeholders using your Report Pundit account, you can set up and manage their access in this section.&#x20;

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.

<mark style="background-color:green;">**User seats:**</mark> <mark style="background-color:green;"></mark><mark style="background-color:green;">Your pro plan includes up to 20 seats. Need more? Add a 10-user pack for $5/month — just contact support. The add-on is billed on top of your current plan on your approval.</mark>

## :door: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.

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FEkqJtDJxkmbZRPWh9xWf%2Fimage.png?alt=media&#x26;token=0a3ac4cc-6ac2-491b-9fd6-53dd79ef8cc3" alt=""><figcaption></figcaption></figure>

## :point\_right:Steps to Create an Account

1. Click the **Add Account** button in the User Management dashboard.&#x20;
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.&#x20;
3. Click **Create Account** at the bottom.&#x20;

That's it. The desired account will be created. Note that if you're creating a **User** account, you can click on the ![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FbsPMALwIbXdY5Laa2FDF%2FAccess%20Link%20Icon.png?alt=media\&token=f8b8d568-745e-4c70-9f60-9a914b2a1863) icon in the *Access to* section to manage the account's access privileges.&#x20;

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FyM2Up6gE0Lih0o9E6AtY%2FUser%20Mgmt.%20Account%20Creation.gif?alt=media&#x26;token=db3d9c77-0aa5-437e-90e7-b7fc2b04ddd9" alt=""><figcaption></figcaption></figure>

## :point\_right:Steps to Delete an Account

1. In the **User Management** dashboard, click the **Delete** ![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FUwfoPk81XWF63cM5vVEH%2FBin.png?alt=media\&token=e703ac45-f278-437e-b113-b7e1fa2c4eb3)icon of your desired account.&#x20;
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.&#x20;

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FWwTBsnUIB4Q6ds5kdd0q%2FUser%20Mgmt.%20Acc.%20Deletion.gif?alt=media&#x26;token=623608d6-738b-413b-857c-fa00325da86e" alt=""><figcaption></figcaption></figure>

## :passport\_control:**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*

{% hint style="warning" %}
Only admins can change user passwords. If a user forgets their password, they will need to contact the admin for assistance.
{% endhint %}

Here is an example of an admin account tab. It's color-coded **Orange** for easy identification.&#x20;

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FCHq0GMph1hDY6RBJqUX6%2Fimage.png?alt=media&#x26;token=2506df1d-8bc3-40bf-bdf1-098ea00ea31e" alt=""><figcaption></figcaption></figure>

It shows the *Username, Password (Redacted, with link to Password Edit option), Access to (All Reports),* and option to *Delete* it (![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FOhiHNc2VcA7IZOxEg5M5%2FBin.png?alt=media\&token=b0d477c8-543e-4d92-9244-f5055cef2960)). &#x20;

You can add multiple admin accounts and view them in the same page.&#x20;

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FS3Uk1vcNkbM85e30MwTp%2Fimage.png?alt=media&#x26;token=6a19a2c5-909f-47b2-80bc-34b14f03588c" alt=""><figcaption></figcaption></figure>

## :closed\_lock\_with\_key: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.&#x20;

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

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2Fl3Xzm0NAHwkmfXsoAg79%2Fimage.png?alt=media&#x26;token=ae09880f-d88d-4b64-af37-c4d652a4c67c" alt=""><figcaption></figcaption></figure>

It shows the *Username, Password (Redacted, with link to Password Edit option), Access to (No. of Reports),* and option to *Delete* it (![](https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FOhiHNc2VcA7IZOxEg5M5%2FBin.png?alt=media\&token=b0d477c8-543e-4d92-9244-f5055cef2960)).&#x20;

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

* *Sidebar view*
* *Charts*
* *Field formatting*
* *Report formatting options***.**&#x20;

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FHuTO8OnXQfD7Zqa7iTZ7%2Fimage.png?alt=media&#x26;token=b3af24b6-01d0-41f7-b284-9b8e942a737d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://lh4.googleusercontent.com/DD1Bj5fb1YErZ2boN-Gw1a2XiwTnuqg1EYVC0mwnZ7KyojigCrQxp7rFRvVeu3tvX2scFt0O0G8DlV8KT0Z7Kee1pdtFpR6VSzJBBIQnA7NnGN6U9ZOeE5SWd1S8X5JEWqqEZiNjhQAtNMww0EQ7Kzw" alt=""><figcaption><p>Screenshot of admin granted user report dashboard</p></figcaption></figure>

{% hint style="info" %}
You can always contact us if you forget your username and password. We’ll be happy to assist you.
{% endhint %}

## :customs: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.&#x20;
2. **Filter:** Users can apply filters to reports.&#x20;
3. **Add Columns:** Users can add data columns to reports.
4. **Save:** Users can save reports.&#x20;
5. **All Access:** Users can view, filter, add columns, and save reports.

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2F3GuSohdB5F4Er0jAIjzS%2Fimage.png?alt=media&#x26;token=d5fc6ce9-a6a7-4d55-b5ae-89dc26b40a15" alt=""><figcaption></figcaption></figure>

## :school\_satchel: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 **<support@reportpundit.com>**. <br>

### FAQ's

**1) What’s the user limit on my plan?**\
Your base plan includes up to **20 users**.

**2) How do I add more users?**\
Add a **10-user pack for $5/month**. Just contact support to enable it.

**3) How is the add-on billed?**\
It’s **added on top of** your current plan price.

**4) Can you show me the math?**\
**Example:** $60 plan + $5 (one 10-user pack) = **$65/month**.

**5) Can I add multiple packs?**\
Yes—add as many **10-user packs** as you need. Each pack is **$5/month**.

**6) Do I need to upgrade my base plan to add users?**\
Yes. After you approve the add-on, you’ll need to upgrade to the Custom plan.

**7) How do I remove an add-on pack?**\
Contact support anytime; changes take effect on your **next billing cycle**.

**8) Is there a per-user price?**\
No. It’s a **flat $5 per 10 users** (not per individual user).

{% hint style="success" %}
You can now securely manage your Report Pundit account with multiple users.
{% endhint %}
