đĨUser Management
The user management feature empowers you to create multiple admin and user accounts for better visibility and app usage control.
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.
đĒAccessing User Management
To access the user management feature, click on âī¸ Settings in the navigation panel and on User Management in the left side panel.
![](https://docs.reportpundit.com/~gitbook/image?url=https%3A%2F%2F3511479413-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MVN3iF-DdMhu4BVsTA9%252Fuploads%252FEkqJtDJxkmbZRPWh9xWf%252Fimage.png%3Falt%3Dmedia%26token%3D0a3ac4cc-6ac2-491b-9fd6-53dd79ef8cc3&width=768&dpr=4&quality=100&sign=f7fa88b7&sv=1)
đSteps to Create an Account
Click on the Add Account button in the User Management dashboard.
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.
Click on 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 for managing the account's access privileges.
![](https://docs.reportpundit.com/~gitbook/image?url=https%3A%2F%2F3511479413-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MVN3iF-DdMhu4BVsTA9%252Fuploads%252FyM2Up6gE0Lih0o9E6AtY%252FUser%2520Mgmt.%2520Account%2520Creation.gif%3Falt%3Dmedia%26token%3Ddb3d9c77-0aa5-437e-90e7-b7fc2b04ddd9&width=768&dpr=4&quality=100&sign=43d849d1&sv=1)
đSteps to Delete an Account
In the User Management dashboard, click on the Delete
icon of your desired account.
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.
![](https://docs.reportpundit.com/~gitbook/image?url=https%3A%2F%2F3511479413-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MVN3iF-DdMhu4BVsTA9%252Fuploads%252FWwTBsnUIB4Q6ds5kdd0q%252FUser%2520Mgmt.%2520Acc.%2520Deletion.gif%3Falt%3Dmedia%26token%3D623608d6-738b-413b-857c-fa00325da86e&width=768&dpr=4&quality=100&sign=446faa25&sv=1)
đAdmin 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
Only admins can change user passwords. If a user forgets their password, they will need to contact the admin for assistance.
Here is an example of an admin account tab. It's color-coded Orange for easy identification.
![](https://docs.reportpundit.com/~gitbook/image?url=https%3A%2F%2F3511479413-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MVN3iF-DdMhu4BVsTA9%252Fuploads%252FCHq0GMph1hDY6RBJqUX6%252Fimage.png%3Falt%3Dmedia%26token%3D2506df1d-8bc3-40bf-bdf1-098ea00ea31e&width=768&dpr=4&quality=100&sign=5804c6b&sv=1)
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.
![](https://docs.reportpundit.com/~gitbook/image?url=https%3A%2F%2F3511479413-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MVN3iF-DdMhu4BVsTA9%252Fuploads%252FS3Uk1vcNkbM85e30MwTp%252Fimage.png%3Falt%3Dmedia%26token%3D6a19a2c5-909f-47b2-80bc-34b14f03588c&width=768&dpr=4&quality=100&sign=e76082bc&sv=1)
đUser 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.
![](https://docs.reportpundit.com/~gitbook/image?url=https%3A%2F%2F3511479413-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MVN3iF-DdMhu4BVsTA9%252Fuploads%252Fl3Xzm0NAHwkmfXsoAg79%252Fimage.png%3Falt%3Dmedia%26token%3Dae09880f-d88d-4b64-af37-c4d652a4c67c&width=768&dpr=4&quality=100&sign=190e8cae&sv=1)
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.
![](https://docs.reportpundit.com/~gitbook/image?url=https%3A%2F%2F3511479413-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MVN3iF-DdMhu4BVsTA9%252Fuploads%252FHuTO8OnXQfD7Zqa7iTZ7%252Fimage.png%3Falt%3Dmedia%26token%3Db3af24b6-01d0-41f7-b284-9b8e942a737d&width=768&dpr=4&quality=100&sign=16d08e32&sv=1)
Also, non-Admin users cannot rename, delete, clone, or share report links. This lets you have strong oversight and control over your account.
You can always contact us if you forget your username and password. Weâll be happy to assist you.
đUser Permissions defined by Admin đĨ
As an Admin, you have the authority to define specific permissions for each user and report using the following options:
View Only: Users can only view the report.
Filter: Users can apply filters to reports.
Add Columns: Users can add data columns to reports.
Save: Users can save reports.
All Access: Users can view, filter, add columns, and save reports.
![](https://docs.reportpundit.com/~gitbook/image?url=https%3A%2F%2F3511479413-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MVN3iF-DdMhu4BVsTA9%252Fuploads%252F3GuSohdB5F4Er0jAIjzS%252Fimage.png%3Falt%3Dmedia%26token%3Dd5fc6ce9-a6a7-4d55-b5ae-89dc26b40a15&width=768&dpr=4&quality=100&sign=cde5089e&sv=1)
đDefault 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.
You can now securely manage your Report Pundit account with multiple users.
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