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User Management

The user management feature empowers you to create multiple admin and user accounts for better visibility and flexibility. Find more detail about this new feature in this easy-to-follow guide.

Accessing User Management 🚪

To access the user management feature, navigate to ⚙️ Settings options from the header menu. Look for the User Management option to easily Create and Manage Admin and User accounts.
Screen recording of how to access user management

Admin Accounts: Full Access with No Restrictions 🗝️

An Admin account comes with unrestricted access to Report Pundit's features and functions. It's the only account type giving you full control over the app, enabling you to configure settings and manage User accounts.
Screenshot of Admin and User Account along with Add User option

User Accounts: Limited Access with Restricted Features 🔒

User accounts provide limited access, which is controlled by the administrator. Users can access saved reports, but certain sections, such as the Homepage, Library, Schedules, Integrations, and Settings, are restricted.
With this account type setting, you can let them use the app's essentials while keeping sensitive data secure.
Screenshot when admin has not granted access to any reports
By default, non-Admin users cannot access certain Report Pundit functions. Sidebar view, charts, field formatting, and report formatting options are not displayed.
Also, non-Admin users cannot rename, delete, clone, or share report links. This lets you have secure oversight and control over your account overall.
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. You can choose from the following permission options:
  1. 1.
    View: Users can view reports.
  2. 2.
    Filter: Users can apply filters to reports.
  3. 3.
    Add Columns: Users can add columns to reports.
  4. 4.
    Save: Users can save reports.
  5. 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 will find options to select a date range, export reports, sort data, and group data (if a date field is selected). These default settings ensure a smooth experience from the beginning.
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If you have further questions or require assistance, our support team is available via live chat, or you can email us at [email protected]. We're always here to help you.