User Management
Users are managed in two places:
- Tenant level — creating and deleting users, for tenant admins. Found under User management in the menu top right.
- Organisation level — adding users to an organisation and setting their role, for organisation admins. Found on the Users page inside the organisation.
Creating a user
Fill in the email address, name and a first password. The user can change the password after logging in.
Adding a user to an organisation
Add
Open the organisation and go to its Users page. Pick the user with Add user.
Set the roles
Click the user to set:
- The organisation role: Viewer, Editor or Organisation admin. What each role can do.
- The dashboard role: Viewer or Editor. Without a dashboard role the user does not see dashboards.
Service users
A service user is an account for a machine, not a person. It has no password and cannot log in. It is used for direct API access, together with a token. The email address is only an identifier and can be a made-up address.
Give a service user only what its integration needs in each organisation: User can insert to write data, Viewer to read it, Editor to change things through the API. Set up API access step by step.
Account security
Every user manages their own security on the My Profile page:
- Password — change it any time.
- Two-factor authentication (TOTP) — a code from an authenticator app at login. Strongly recommended for admins.
- Passkeys — log in with the fingerprint, face or PIN of the device instead of a password.
A tenant admin can reset a user’s password from the user’s detail page, and manage (remove) a user’s TOTP and passkeys when a phone is lost.