Access management

Creating a user

Steps for inviting a user :

1. Access Organization Settings: The user is taken to the "Home / Organization" page. This page displays the "Organization Settings" (Name, API Key) and the "Access Management" section.
2. Locate the Invite Function: Under the list of existing users ("Access management"), the user locates the "Invite a user" button.
3. Open the Invitation window: Click on the "Invite a user" button. A popup window entitled "Invite a user" appears.
4. Enter Email: Fill in the "Email" field with the email address of the person to be invited (e.g. "isaure@allobrain.com").
5. Enter Name: Fill in the "Name" field with the full name of the person to be invited (e.g. "Isaure Stiffel").
6. Send Invitation: Click on the "Invite" button in the modal window.
7. Visual confirmation :
   • The modal window closes.
   • A temporary success message appears at the top of the main page ("✅ Guest user").
   • Note: The list of users in "Access management" is not updated immediately in the video; the invited user will probably have to accept the invitation and finalize his account.

The user receives an email to finalize registration and choose a password.

Create a team and add users

Team creation steps :

1. Go to the Teams section : The user is already on the page listing existing teams ("Home / Teams").
2. Initiate creation: Click on the "Create a team" button.
3. Access the Creation form: The interface displays a new form entitled "Create a team".
4. Team name: Fill in the "Name" field with the desired name for the new team (e.g. "Team VoC").
5. Select Members :
   • Click on the "Members" field.
   • A drop-down list of available users appears.
   • Select one or more users from the list (e.g. "Isaure Stiffel", "Marie Liesse"). Selected members appear as "tags" in the field.
6. Confirm creation: Click on the "Create" button.
7. Visual confirmation :
   • The user is redirected to the team list.
   • A temporary success message appears at the top ("✅ Team created").
   • The new team ("Team VoC") appears in the team list.

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Project access management

In the project editing section, you can add teams with two levels of access: READ (read-only) or READ & WRITE (read and modify).

• All users belonging to a team with access to the project can view the associated dashboards.
• Team members with WRITE access can create and modify project dashboards in addition to viewing them.

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Data source access management

Provide access to the various data sources available.

If a user does not have access rights to the data sources associated with a dashboard, a "No data available / Aucune donnée disponible" error message will be displayed.

What's more, two users with different access to data sources won't necessarily see the same information or the same results on the same dashboard.

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