Users can be added to an existing team to share assets and collaborate seamlessly across users. To add users, go to the Teams page within User Settings:
On the team's page, you can specify the user properties such as email address, roles and permissions, and any user-level specific attributes.
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Username: User email address.
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Role: Set the new user to have the role of Viewer, User or Admin. They each have their own permissions, read about them here. Admins can also create custom roles for your team, read more about custom roles here.
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Enable Two Factor Authentication: If Two-factor authentication is required, you can set it during the invite by checking this checkbox (or you can enable it later).
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User Filters: Add any optional user filters. User filters enable row-level security to filter out data. Read more about User Level Filters.
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User Group & Share Permissions: Choose which groups the new user should be a part of, and decide if the new user will have viewer, user, or admin permissions within that group. You can invite users to more than one group.
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Limit Sharing to these groups: If users belong to multiple groups, you can specify one or more of those groups that they are allowed to share with. For instance, if a user is part of Marketing, Finance, and Accounting, but you only want them to share with the Marketing group, select Marketing here. Leave this field blank if the user should be able to share with all the groups they belong to.
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Always Share to: Use this option to automatically share all assets a user creates with one or more specified groups. Warning: If this setting is later disabled, assets will no longer be shared automatically. The user will need to manually share their existing and new assets with others.
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Invite: Once the user has accepted the invite, they'll see all their data assets (dashboards, datasources, queries, agents) shared with them or their group.
For further information on User Access & Permissions, please click here.
Users List and Pending User Invitations
The added users and the pending users are visible in these lists. On the Users list, you can view the list of users on your team along with their details, such as role, filters, group, last login date, etc.
Filtering Users
The Quick Search is a global search that searches across all columns based on the entered search term. Users can also search at individual column levels like Search Username, Search Roles, etc, to filter users based on the search term entered in a column.
The Pending User List is a list of users who have not yet accepted your invite. The email address and invite date information are displayed in this list. You can also do a global search to filter invitees based on email address or date.