> For the complete documentation index, see [llms.txt](https://docs.reportpundit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reportpundit.com/knowledge-base/settings/user-management.md).

# User Management

The User Management page lets you add multiple users to your Report Pundit account and control who can access the app and which reports they can view.

### Primary (Main) Account

* The **first account created** during app setup is the **Primary (Main) account**
* This account has **full access** to the app and all settings
* You must log in using the Primary account to:
  * Create new users
  * Assign roles
  * Manage report access
  * Set or update user passwords

The Primary account acts as the owner of the Report Pundit app.

***

### Adding Users

From the User Management page, the Primary account can:

* Add **multiple users**
* Assign each user a role (Admin or User)
* Set login credentials for each user
* Control access to specific reports

This allows different team members to work with only the data they need.

***

### User Roles and Access

#### Admin Users

* Can access most app features
* Can manage reports based on granted permissions
* Cannot replace or delete the Primary account

#### Regular Users

* Can access **only the reports** explicitly assigned to them
* Cannot modify app-level settings
* Ideal for analysts, managers, or view-only users\
  \ <br>

  <figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FfZkL9S0f5X9uv8mU6lfr%2Fuser-management-mac.png?alt=media&amp;token=5e8cbf56-d920-441d-8296-e8a533f04390" alt=""><figcaption></figcaption></figure>

### Before you start: the user needs Shopify app access

A Regular User can only log in if they can open the app inside your Shopify admin. The app lives in the **Apps** section of Shopify, so the person must be a staff member on your store with permission to access this app.

If the person is not a staff member on your Shopify store, User Management will not work for them. Use a shareable link instead (<https://docs.reportpundit.com/knowledge-base/report-creation/sharing-links>).

### How to add a Regular User <a href="#how-to-add-a-regular-user" id="how-to-add-a-regular-user"></a>

Only an Owner or Admin can create a Regular User and hand over their login details.

1. Go to **User Management**.
2. Click **Add Account**.
3. Enter the user's email and set a password.
4. Assign the reports this user should see. Until you do, **Access to** shows **0 Reports**.
5. Save the account.
6. Share the email and password with the user. The app does not send them automatically, so the Owner or Admin who created the account must pass them on.
7. Ask the user to open the app from the **Apps** section of your Shopify admin and log in with those credentials.

To copy the password, click the copy icon next to it on the user card. To change it, click the edit icon. To give access to more reports later, click the **Reports** link on the user card.

### Sharing reports with people outside your Shopify store <a href="#sharing-reports-with-people-outside-your-shopify-store" id="sharing-reports-with-people-outside-your-shopify-store"></a>

For vendors, agencies, suppliers, or anyone without access to your Shopify admin, use a shareable link instead of User Management. They can open the report from the link without a Shopify account.&#x20;

***

### Report-Level Access Control

You can restrict access at the **report level**:

* Grant users access to specific reports only
* Prevent unauthorized viewing or exporting of sensitive data
* Maintain better data security across teams