Three Different User Roles
LITE
View-only role with access to a limited number of Dashboards and free content.
Cannot create Dashboards/Lists, edit, download, or export.
Unlimited LITE Users allowed.
PRO
Paid seat; access level dependent on your subscription agreement.
Can create/edit Dashboards and Lists.
May be allowed to download/export depending on subscription.
ADMIN
All Pro permissions with full user management capabilities (i.e. invite Users, remove Users, change roles of Users).
How to Manage Users (Invite, Change Roles, Remove)
Click the main menu and choose Manage Users (top-left).
Invite Users
In Manage Users click the green Invite button.
Enter the user’s email to send invite/password activation email
Once activated, the User's role is defaulted to LITE. Admin must update/edit their role (three dots next to their Profile) to the appropriate role (i.e PRO or ADMIN) if relevant.
Change a User’s Role (upgrade/downgrade)
In Manage Users find the User and edit their role (three dots next to their Profile)
Select the new role. Changes take effect immediately.
Note: Upgrading to Pro/Admin requires an available paid Pro seat in your subscription.
Remove Users
In Manage Users locate the User, edit their role (three dots next to their Profile) to select 'Remove User'.
Important Notes
By default, all invited Users will be added as a LITE User. Admins will need to update the role of the User after invite has been activated.
The number of Pro seats are based on your subscription agreement. If no Pro seats are available, you can either:
Downgrade or remove an existing Pro User to make a Pro seat available
To add more Pro seats contact get in touch with our Customer Success team to get next steps on buying more.
Role changes are immediate; Users may need to refresh or log out/in to see updates.
Invitation emails can go to spam — ask invited Users to check spam/junk folders.
Ensure there is always at least one Admin on the account.
Troubleshooting
"I can’t see Manage Users" - this is likely because you are not an Admin. Ask an existing Admin to change your role.
"I have received my activation email"
Confirm the email address is correct
First check spam or junk folder
Ask your Admin to resend the invite from Manage Users if needed.
Contact your Customer Success Manager if issue persists.