Users and Permissions

Give other people their own login to your dashboard, and limit which screens, layouts and actions each of them can use.

What you’ll need

  • The Enterprise plan.
  • To be the account owner.

Steps

  1. Click your name in the top right and choose Users.

    The menu under your name with Users highlighted, between Password and Notifications
  2. The Users page lists the People on your dashboard with their status. Click Add New User.

    The Users page listing the people on your dashboard, with the Add New User button highlighted
  3. Under User details, enter the person’s First Name, Last Name and Email / Username (they sign in with it), and a Password twice. Click Save New User. New users can see and do everything at first: after saving, click Edit on their row to limit the screens and layouts they can use and what they are allowed to do.

    The User details form with First Name, Last Name, Email / Username, Password and Re-enter Password, and the Save New User button

What’s next

Offline Screen Notifications: hear about it when a screen stops working.