Users and Groups settings

A user is an individual who can log into SquaredUp and has full interactive use of all of the features in your plan.

A group is a collection of users that you manage together, typically used to control access to workspaces and data sources.

See Users and Groups.

From the Settings > Access > Users & Groups page you can view, add, edit, and remove users and groups (within the limits of your plan).

The page is only visible to administrators. Users and groups are listed in two separate tables, each with its own search box. Click a column heading to sort by it.

Users list

Column
Description
Email
The user's email address, which is also how they sign in.
User Groups
The groups the user belongs to. A user in no groups shows No user groups.
Last Login
When the user last signed in, relative to now. This column is not searched.

Above the table, a count shows how many users you have. Adding a user sends them an email invitation, and they appear in the list straight away.

The number of users you can add depends on your plan. At the limit the count is replaced by a message naming the limit, and Add user is disabled until a user is removed or the plan is upgraded.

User controls

Icon
Control
Description
—
Search
Enter text to filter the users list.
—
Add user
Click to open the Add user window and invite someone to the organization.
Edit user
Click to open the Edit user window and change which groups the user belongs to.
Delete user
Click to permanently remove the user. You cannot delete your own account, so the button is not shown on your own row.

Add user window

Setting
Description
Email
Required. Enter the email address of the person you want to add, up to 256 characters. This field is only shown when adding a user, because an existing user's email cannot be changed.
User groups
Select one or more groups for the user to join. The Everyone group is not listed, because every user belongs to it already.

Groups list

Column
Description
Name
The name of the group.
Description
The description given to the group, if it has one.
Users
How many users belong to the group.
Permissions
The permissions granted to the group, shown as abbreviations. A dash means the permission is not granted.

A user in more than one group gets the highest permission any of those groups grants.

Group controls

Icon
Control
Description
—
Search
Enter text to filter the groups list.
—
Add user group
Click to open the Add user group window.
Edit user group
Click to open the Edit user group window and change the group name, description, members or permissions.
Delete user group
Click to permanently remove the group. Built-in groups cannot be deleted, so the button is not shown on the Everyone or Administrators rows.

Group permissions

The Permissions column abbreviates each permission. There is no key for these on the page itself.

Abbreviation
Permission
Description
DS
Can add data sources
Add new data sources to a workspace.
WS
Can add workspaces
Create new workspaces.
NT
Can manage notification destinations
Add, edit and delete destinations on the Settings > Monitoring > Destinations page.
KP
Can manage KPI types
Add, edit and delete KPI types on the Settings > Monitoring > KPI page.
SC
Can manage scripts
Add, edit and delete scripts on the Settings > Advanced > Scripts page.
ST
Can manage custom data streams
Add, edit and delete custom data streams.

Permissions only cover adding and managing the items listed. Access to a workspace or a data source is controlled separately, on the workspace or data source itself.

Add user group window

Setting
Description
Name
Required. Enter a name for the group, up to 256 characters. Group names must be unique. Built-in groups cannot be renamed.
Description
Enter a description for the group. Not shown for built-in groups.
Users
Select the users who belong to the group. Not shown for the Everyone group, which always contains every user. The Administrators group must keep at least one member.
Permissions
Enable the actions members of this group can perform. Not shown for the Administrators group, which always has every permission.

Built-in groups

Two groups exist in every organization and behave differently to groups you create.

Everyone always contains every user, so its membership cannot be edited. Administrators always holds every permission, so its permissions cannot be edited, and it must keep at least one member. Neither can be renamed or deleted.

Access control and plans

Groups depend on your plan. Where access control is not included, Add user group is unavailable and the permission toggles cannot be changed. Existing groups stay listed, and the Permissions column shows every permission as granted.

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