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.

The Plan & Usage page in SquaredUp allows you to see your current plan and how many users this includes. From there you can upgrade your current usage limits to add users to your plan.

Users

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

From the Settings > Users page you can view, add, edit, and remove users from SquaredUp (within the limits of your plan).

How to add a user

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:
      Select which user group(s) you would like to add the new user to from the dropdown Everyone group.
4. Click Save.

How to edit a user

1. Select Settings
   > Users & Groups from the left-hand navigation pane.
2. Search for the user that you want to edit.
3. Under the Users section, click Edit
   for the user that you want to edit.
4. Complete the following in the Edit user window:
   1. User groups:
      Select which user group(s) you would like to add the user to from the dropdown.
5. Click Done.

How to delete a user

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.

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

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.

Permissions

When creating or editing groups, you can toggle the following permissions for the users that belong to that group.

By default, these permissions are enabled for every user.

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. Permissions:
   Toggle the permissions for the users in the group.
7. Click Save.

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
   .
6. Permissions:
   Toggle the permissions for the users in the group.
7. Click Save.

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.

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