Creating and Managing New Users
In this article:
- How to Add New Users to your account
- How to Edit or Delete a User
How to Add New Users to your account
Depending on the package you have chosen, you can add one or more colleagues to your quintly account. The new users can create their own customized dashboards. Furthermore you can also share existing customized dashboards with them and vice versa.
Also you can choose to have the 'New User' under 'Read Only'. Read-only users are regular quintly users with a few extra limitations. For example they cannot make any changes to the profiles and groups associated with the account. Also they cannot change any dashboards shared with them through another user in the system. But they have the flexibility to configure their own metrics, they can still have their own private dashboards and make updates and adjustments to them.
To create a new user click Settings or directly the bold gear icon on the top right of the blue bar. Then click Users on the left sidebar. Thereafter click Add A New User. A window will pop up where you can add the details (first and last name, email address and creating a password) for the new user. Right below the Information form there is a Read-Only box, which needs to be checked if the user being created falls under that category.
How to Edit or Delete a User
To edit a user you need to click the pen icon that appears on the top of the user information. In the subsequent window you can modify the user information.
If you want to delete an existing user, click ' X' and confirm the action by clicking 'Delete'.