This article will help you understand how to add users to your Graphly account, and covers the different types of user permissions. Below is a table with each user type and what their permissions are.
| Limited | Viewer | User | Admin | |
| Shared Boards Only | ✔️ | ✔️ | ||
| View Report Data | ✔️ | ✔️ | ✔️ | |
| Create/Edit Reports | ✔️ | ✔️ | ||
| Create Dashboards | ✔️ | ✔️ | ||
| Invite Users | ✔️ | ✔️ | ||
| Access Billing | ✔️ |
- Shared Boards Only: Can only view dashboards they have been invited to.
- View Report Data: Can click into data points on a report to see the records within.
- Create/Edit Reports: Can create and edit their own reports.
- Create Dashboards: Can create their own dashboards.
- Invite Users: Can invite other users to their account. (But only Admins can invite other Admins)
- Access Billing: Can edit or update card info and change plan levels.
Step 1: Access the Users Page
Select the settings button in the nav bar.
Click Account, then select the Users tab.
Step 2: Invite Users
Under the Users tab you should see a space off to the right that lets you enter the email address of the person you would like to add as a user. Once you enter email address, select which kind of user they will be from the list box, click Invite. The type of user can always be changed later.
Relevant Articles
- Share a Dashboard With Other Users On Your Graphly Account
- How to Create a Public Dashboard for Non-Graphly Users
- How to Switch Between Graphly Dashboards
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