Inviting a user

Whether you’re partnering with a single teammate or onboarding an entire department, adding users enables everyone to contribute, refine, and build on workspaces together.

This following information explains how to invite users to SquaredUp, introduces the concept of users and groups, and outlines the next steps on your journey.

Users and groups

Users and groups provide a flexible, granular way to manage how people access and interact with data inside SquaredUp. Users represent individual members of your SquaredUp organization, while groups allow you to bundle users together to streamline access control.

You’ll reference users and groups when configuring both workspace access control (who can view or edit a workspace) and data source access control (who can connect to a particular data source). By assigning access at the group level, you can ensure consistent permissions while reducing the overhead of managing individuals one by one.

Free tier users get access to 2 interactive users interactive users right off the bat, which can be increased by upgrading to a paid tier (see Pricing for details).

Adding your first user

Lets put those two free users to good use and began collaborating! (Don't worry, you can always delete the user after if you want to free up the slot).

1. Select Settings
   > Users & Groups from the left-hand navigation pane.
2. Click Add user under the Users section.
3. Complete the following in the Add user window:
   1. Email:
      Enter the email address of the user that you want to add.
   2. User groups:
      Leave this blank. The invitee will be automatically added to the Everyone group Everyone group.
4. Click Save.

All done! An email is now sent to the email you specified prompting the invitee to create a SquaredUp account.

Once the invitee creates an account, you'll see they've been added to the list of users on the Users & Groups page and that the number of Users in the Everyone group has increased to 2.

Deleting a user

If you want to remove a user (maybe you added a test user for this tutorial and want to free up your usage), you can do so in just a few clicks.

1. Select Settings
   > Users & Groups from the left-hand navigation pane.
2. Under the Users section, click Delete
   next the user that you want to remove.
3. Click Delete in the confirmation window that appears.

Next steps

Now we've covered most of the basics of using SquaredUp, it's time to dive head-first into your data. Take a look at the exploring data article to learn how to make the most of SquaredUp's powerful features such as the data explorer, drilldown, perspectives and more.

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