User Management

The user management feature empowers you to create multiple admin and user accounts for better visibility and app usage control. Find more about it here.

🚪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.

Screen recording of how to access user management

🛂Admin Accounts: Full Access without Restrictions

An Admin account comes with unrestricted access to every Report Pundit features and functions, enabling you to configure all settings and manage user accounts.

Screenshot of Admin and User Account along with Add User option

🔐User Accounts: Limited Access To Features

User accounts provide limited access to the app that is controlled by the administrator. This account type lets others use your Report Pundit account while protecting your sensitive data and settings.

Screenshot when admin has not granted access to any reports

By default, non-Admin users cannot access these Report Pundit functions - Sidebar view, charts, field formatting, and 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.

Screenshot of admin granted user report dashboard

💡 You can always contact us if you forget your username and password. We’ll be happy to assist you.

🛃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: Users can view reports.

2. Filter: Users can apply filters to reports.

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

4. Save: Users can save reports.

5. Full Report: Users can view, filter, add columns, and save reports.

Screenshot of all the permission levels

🎒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 [e-mail].

You can now securely manage your Report Pundit account with multiple users.