Check out the visual tour

Adding a dashboard user

• Navigate to the ‘Settings’ section from the hamburger menu (at the left of the Unified Dashboard view).

  
  

• Click on the ‘Dashboard Users’ section

  
  

• Users can be added either one-by-one or in bulk. Find the options at the top right of the dashboard

  
  

Adding users one-by-one

• You can add users one by one by clicking on the ‘Add Users +’ button

  
  

• Fill user details including their roles in the next page and click ‘Save’.

  
  

• After the details are saved, a profile gets created as a dashboard user.

Creating users via bulk upload

• Click on the ‘Bulk Upload’ button to upload users en masse

  
  

• Download the template sheet and fill in details of new user(s).

  
  

• Upload it using the ‘Drag your files here, or browse’ option.

• Once successfully uploaded, dashboard users would be created triggering invitation emails to all of them.

Granting role to the user

• While adding dashboard users, providing roles is mandatory.

• Roles cover Admin, Agent, and Reviewer options that vary in how the user will engage with the dashboard.

  
  

• Different accesses can be enabled for users across different modules, ranging from View or Edit for Admin and Agent type of users.

Actions against a user

• Different actions can be taken against dashboard users. Click on the flutter (horizontal dots) icon against a dashboard user, and take action(s).

  
  

• They range from:

  • Modify Roles: Roles or accesses granted to users can vary from administrators to agents to reviewers.

    
    

  • Reset Password: Users can refresh passwords which might have not been changed for some time or if they have forgotten it.

    
    

  • Invite Again: Invitation emails or links can be resent to dashboard users using this option. You can re-invite users in bulk by clicking respective checkboxes on the left and clicking on ‘Invite Again’.

    
    

  • Deactivate Account: Deactivate User accounts with this action. You can perform the same task in bulk by clicking respective checkboxes on the left and clicking on ‘Invite Again’.