Users and groups
Usage limits for users and groups are determined by your plan.
Adding, editing and removing users
From the Settings > Users tab you can view, add, edit, and remove users from SquaredUp.
- Go to Settings > Users.
- Click Add user.
- Email:
Enter the email address of the user that you want to add. - 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.
- Click Done.
- Go to Settings > Users.
- Search for the user that you want to edit.
- Click the Edit icon for the user that you want to edit.
- 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. - Click Done.
- Go to Settings > Users.
- Click the Delete icon for the user that you want to delete.
- Click Delete.
User groups
You are able to control the access of users by assigning them to specific user groups.
There are two default groups:
- Everyone includes all users on the platform and is updated when you add or remove a user from your organization
- Administrators are given full access to the platform
You can also create your own groups:
- Custom enables you to create your own custom groups of users. These groups have no special privileges - they are just used to manage users for use in Access Control Lists (ACLs).
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
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 section.
- Go to Settings > Users.
- Click Add user group.
- Name:
Enter the name of the user group. - Description:
If required, enter a description of the group. - Users:
Select the users you want to add to the group from the dropdown. - Click Done.
- Go to Settings > Users.
- Click the Edit icon next to the user group that you want to edit.
You cannot edit the Everyone group.
- Name:
Edit the name of the group. - Description:
Edit the description of the group. - 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 selecting X next to the desired user.
- Go to Settings > Users.
- Click on the Delete icon next to the user group that you want to delete.
- 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 Workspaces.