Access management

Creating a user

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Steps for inviting a user :

1. Access "Users"
2. Locate the Invite Function: At the top right of the list of existing users ("User Management"), the user locates the "Invite a User" button.
3. Open the Invitation Window: Click on the "Invite a user" button. A modal window (popup) titled "User Information"will appear.
4. Enter the Name: Fill in the "Full Name" field with the full name of the person to be invited (e.g., "Isaure Stiffel").
5. Enter Email: Fill in the "Email" field with the email address of the person to be invited (e.g. "isaure@allobrain.com").
6. Check the different accesses to be granted to the user (can be changed later if necessary)
7. Send Invitation: Click on the "Invite" button in the modal window.
8. 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; the invited user will likely need to accept the invitation and finalize their account.

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

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Create a team and add users

Team creation steps :

1. Accessing the Teams Section: The user is already on the page listing existing teams ("Team Management").
2. Initiate creation: Click on the "Create a team" button.
3. Access the Creation Form: The interface displays a new form titled "New Team."
4. Name the Team: Fill in the "Name" field with the desired name for the new team (e.g., "Team 1").
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.

Team Member Management

• Click on "Edit"
• Assign a role:
  • Owner: The team owner has all rights over the team and can add, remove, and modify user roles within the team.
  • Editor: can add and remove users.
  • Member: part of the team, nothing more.
• Remove a member from a team: click on "remove."
• Add members: Select users and click "OK."

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Project access management

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In the project editing section ("Projects" -> "View"), you can add teams with two access levels: READ (read-only) or READ & WRITE (read and edit).

• 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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