Adding users and managing their roles

You have a new team member or want to invite a new user to Clarisights? Great! In this article we will walk you through the necessary steps for inviting a new user to Clarisights, and what to consider when choosing their roles and team membership.

Choosing the right role and team is crucial to ensure that users only see the data they are supposed to see, or any data at all for that matter. If you added a new user and they are unable to see any data in the report, they likely have the wrong role or team membership.

Follow the steps in this article to ensure a smooth onboarding experience for the new user.

Only users with the role "Admin" or "User Manager" can invite users and manage their roles. Note that an Admin or User Manager cannot modify his/her own role, and there always needs to be at least one Admin in the company. If you currently don't have any of these roles, ask a Clarisights admin in your company to add the new user.

Inviting a user and assigning a role

1. Click on the gear icon at the bottom left of your dashboard, and choose "Preferences".

2. In the preferences page, you are taken the list of users by default. Click on "Invite New User" and enter the details of the user you want to invite.

3. In the role selector, choose the role you want to assign to this user. For each role, upon hovering, you can see a summary of the permissions that role has. Each user on Clarisights can be assigned to only one of the following roles:

1. Admin

2. Data Manager

3. User Manager

4. Editor

5. User

6. Team Member*

7. Viewer*

For a detailed explanation of the permissions that each of these roles have, check out our overview on User Management.

* Important! - If you assign a user to the role 'Viewer' / 'Team Member', they will not be able to see any data unless you assign them to a team! (See step 4).

4. Here, you can also choose which team to add this user to. You can use teams to...

• Quickly share reports with all members of a team

• Define the data users can see in Clarisights based on their team membership.

Click here for a help doc on how to create and use teams on Clarisights.

That's it! Now the user you invited will get an email inviting them to Clarisights. By default, they will be asked to set a password in their first login. However if you want to enforce Google sign-in on Clarisights, then reach out to our support team.

Modifying the role of an existing user

1. Navigate to the users list on the preferences page (as described above).

2. Search for the user you want to edit, and click the edit button next to him/her.

3. Choose the new role you want to assign the user to. Here as well, you can choose to add/remove this user to teams. Note that currently you cannot change the name or email address of a user, once invited.

That's it! The role of this user has been edited.

Deleting a user from Clarisights

1. Navigate to the users list on the preferences page (as described above).

2. Search for the user you want to remove, and click the delete button next to him/her.

3. Before the user gets deleted, a dialogue box will open up, prompting you to choose a user that will inherit the reports owned by the deleted user's reports. Select to whom you'd like to transfer ownership of the reports. This is to ensure that no report is left dangling without a creator, as only creators can edit a report's data sources and viewing permissions. Hit OK when you're done.

That's it! The user has been deleted from Clarisights and can no longer access the reporting.

*Note - If you invite a new user to Clarisights as a 'Team Member' and not add them to any teams, then he/she would not be able to access any data at all.