👥User Management

The user management feature enables 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.

User seats: 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.

🚪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

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.

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.

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 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].

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).

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