Users and groups

Users and groups provide a granular approach to how you manage access to your SquaredUp data within the application. Users are members of your SquaredUp organization and groups are simply collections of those users.

You specify users and groups when configuring workspace access control and data source access control.

Users

From the Settings > Users page you can view, add, edit, and remove users from SquaredUp.

How to add a user

1. Go to Settings > Users.
2. Click Add user.
3. Email:
   Enter the email address of the user that you want to add.
4. Add to User group(s):
   Select which user group(s) you would like to add the new user to from the dropdown.

   New users are automatically included in the Everyone group.

5. Click Done.

How to edit a user

1. Go to Settings > Users.
2. Search for the user that you want to edit.
3. Click Edit
   for the user that you want to edit.
4. Edit User group(s):
   Select which user group(s) you would like to add the user to from the dropdown.
   You can remove the user from a user group by selecting X next to the desired group.
5. Click Done.

How to delete a user

1. Go to Settings > Users.
2. Click Delete
   for the user that you want to delete.
3. Click Delete.

User groups

You are able to easily control the access levels of multiple users by assigning them to specific user groups. There are three types of user groups:

• Everyone: Includes all users on the platform and is updated when you add or remove a user from your organization. The Everyone group cannot be edited.
• Administrators: Users with full access to the platform.
• Custom: Groups of users that you have created. These groups have no special privileges - they are just used to manage users for use in Access Control Lists (ACLs).

Administrators group

Each organization has a special Administrators group, managed under Settings > Users. Members of this group have access to extra features, including:

• Management of users and groups
• Management of API keys
• Advanced settings
• Administration of all workspaces, regardless of workspace access control
• Administration of all data sources, regardless of data source access control

Administrator permissions

A member of the administrators group can always delete or modify access control for a workspace or data source, even if the original creator has left the company and the workspace or data source is otherwise inaccessible.

Administrators do not have access to the content of workspaces (dashboards, etc.) unless they are given access through the workspace Access Control List (ACL).

Similarly, administrators cannot read data from a data source unless they have access to the data through a workspace. More information about the workspace ACL can be found in the Workspace access control.

How to create a user group

1. Go to Settings > Users.
2. Click Add user group.
3. Name:
   Enter the name of the user group.
4. Description:
   If required, enter a description of the group.
5. Users:
   Select the users you want to add to the group from the dropdown.
6. Click Done.

How to edit a user group

1. Go to Settings > Users.
2. Click Edit
   next to the user group that you want to edit. Everyone group
3. Name:
   Edit the name of the group.
4. Description:
   Edit the description of the group.
5. Users:
   Select which user(s) you would like to add to the user group from the dropdown. You can remove a user from a user group by clicking the adjacent
   .

How to delete a user group

1. Go to Settings > Users.
2. Click on Delete
   next to the user group that you want to delete.
3. When prompted whether to permanently delete the group, click Delete.

Manage access

User access is controlled per workspace. By default, users in the Everyone group have full control, but for each workspace specific user groups can be given Viewer, Editor or Full Control permissions. See Workspace access control.

Was this article helpful?