Settings: users

🎯 Overview

The Users settings page allows admins to manage access for additional users. From here, admins can invite new users, edit their role and/or password or delete them.

📑 Roles

• Admin

  • Full access to all features and settings.
  • Can invite and edit other users (and can delete their own account).
  • Can manage sources, dashboards, groups, and widgets.
  • Cannot delete the account owner (the user who first registered on Reportz).

• User

  • Limited access compared to admins.
  • Restrictions:
    • Cannot access Settings.
    • Cannot archive, restore, or delete dashboards.
    • Cannot delete Mission Control groups.
    • Cannot edit or remove other connected sources (only their own).
  • Allowed actions:
    • Can create dashboards and Mission control groups.
    • Can delete their own automatic reports.
    • Can edit dashboard and group settings.
    • Can add widgets and domains.
    • Can edit their own profile (email, name, password).

📑 Invite User

Admins can invite new users to join their account:

1. Enter the Email Address of the invitee.
2. Select a Role (Admin or User).
3. Click Invite to send the invitation.

Pending invitations are shown until the user accepts.

📑 User Management

• Edit User — change role or update details.
• Remove User — delete a user from the account.
• Pending Status — invitations not yet accepted are marked as pending.

⚠️ Key Notes

• Only admins can invite or manage other users.
• The account owner cannot be deleted by any admin.
• User roles define clear boundaries: admins manage everything, users focus on dashboards, groups, and their own profile.
• Proper role assignment ensures secure and organized collaboration.