Inviting dashboard users

Modified on Wed, 25 Nov 2020 at 02:07 PM

You may want to invite other people to help manage the dashboard.

Before creating dashboard users, select the section you want to add them to in the top right corner.  Please note:   Account Admins do not have to belong to a section, but Section Admins MUST belong to a section.  Enter their name and email address.  Once submitted, this user will receive a welcome email with login credentials and instructions.



If you would like to create multiple sections, assign dashboard users, and set permissions all at once, you can use our bulk upload feature “Import Dashboard Users and Sections” with a CSV file.  



The file formatting for columns are:   firstname, lastname, email, cohort1, permission. By default, permissions are set to Section Admin, so you only need to include “accountadmin” in the column for users that need Account Admin permissions set.  A sample csv list is below:









Globex HR



Globex Marketing



Globex R&D




Globex Finance



Globex Industries


Once a dashboard user has been created, you can set their User Role (Account Admin, Section Admin, or Custom).  You can choose the accounts and sections they’ll have access to in the dropdown fields.  To add a dashboard user to an account, choose the account name in the dropdown menu and click “add account” in the Accounts column.  To add this user to a Section, be sure to have the Account and Section chosen from the top menus, then click the “Add Section” button in the Sections column.  You can add multiple accounts and section permissions to a user, and if a user would like to receive our welcome email again, click the “resend email button”.


Custom User Role

Customize a user role by clicking on the gear icon beside their name.  When selecting Custom User Role, choose Edit to assign specific permissions to a dashboard user.  

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