Help Center How To Use Our Products? Dashboard User and Access Management
Dashboard User and Access Management
5 MIN BEGINNER USER MANAGEMENT, ACCESS MANAGEMENT, DASHBOARD WITH LOGIN
What use are insights if you can't share them with your colleagues and customers? Every dashboard has its own user management system where you can take control over who can use your dashboard and who can't. Add users (Spotzi account required), delete users, activate or deactivate a dashboard or activate your dashboard for a certain period of time. It's your call. In this article we will discuss the following features:
Adding users
1. If you want to add some extra users to your dashboards, you can access user management going to MY DASHBOARDS. Select your dashboard and click the OPTIONS button. Select MANAGE USERS to add more users to your dashboard.
2. In here you have an overview of everyone that has access to your dashboard. For adding more users, just click the small button below the search bar.
3. Here you can add a first name, last name and email address (required). Click ADD USER to confirm.
4. Now the invited user will receive an email. If they have a Spotzi account, they can access the dashboard with their Spotzi account. If they don't, they have to register a new Spotzi account. Now you can see that the invitation is pending. Once the invited user has accepted the invitation you can delete users or change their password (if you created a dashboard with a login).
Deleting users
1. If you want to add some extra users to your dashboards, you can access user management going to MY DASHBOARDS. Select your dashboard and click the OPTIONS button. Select MANAGE USERS to add more users to your dashboard.
2. In here you have an overview of everyone that has access to your dashboard. For deleting a user, just click the checkbox of every user you want to delete.
3. Now click DELETE.
4. You have successfully deleted a user from your dashboard. Right now, the user won't have any more access to your dashboard.
Note!
When you have deleted your dashboard, the dashboard will still be visible for the user you have shared your dashboard with. In that case, the dashboard gets a little notification that it is DELETED BY OWNER.
Enable/disable access of indivdual users
1. If you want to disable or enable user access of a particular dashboard, you can access user management going to MY DASHBOARDS. Select your dashboard and click the OPTIONS button. Select MANAGE USERS to open user management of that particular dashboard.
2. Now hover over the user that you temporarily want to block from your access list. Click the small green switch to disable/enable access for that particular account.
Activate/deactivate dashboards
1. In order to activate or deactivate a dashboard. Go to MY DASHBOARDS and click the OPTIONS button of the dashboard that you want to activate/deactivate. Select SETTINGS in the dropdown menu.
2. Right here you have a small switch button that allows you to activate or deactivate your dashboard.
Activate a dashboard for a certain period of time
1. In order to set a specific activation period for your dashboard. Go to MY DASHBOARDS and click the OPTIONS button of the dashboard that you want to activate/deactivate. Select SETTINGS in the dropdown menu.
2. Right here you have a small switch button that allows you to set an activation period.
3. Now set the activation period.
4. Click SAVE to confirm.
Note!
When you deactivate a dashboard or the activation period of a dashboard expired, the users that have access to this dashboard will get a message once they open that particular dashboard.
