Control who has access to what in your organization.
User Management Basics
Accessing User Management
- Go to Settings > Team
- Or Organization > Members
- View all users in your organization
User List View
See for each user:
- Name and email
- Role assigned
- Last active date
- Status (active/invited/disabled)
Adding Users
Invite New Users
- Click Invite User
- Enter email address
- Select role
- Add personal message (optional)
- Send invitation
Invitation Process
- User receives email invitation
- Clicks link to accept
- Creates password (if new to clariBI)
- Joins organization
Bulk Invites
For multiple users:
1. Click Bulk Invite
2. Enter emails (one per line)
3. Select role for all
4. Send invitations
Role System
Default Roles (Professional+)
- Owner: Full access, billing control
- Administrator: User and settings management
- Analyst: Create dashboards and reports
- Member: Standard access
- Viewer: Read-only access
Role Permissions
| Capability | Owner | Admin | Analyst | Member | Viewer |
|---|---|---|---|---|---|
| View dashboards | Yes | Yes | Yes | Yes | Yes |
| Create dashboards | Yes | Yes | Yes | No | No |
| Manage users | Yes | Yes | No | No | No |
| Billing access | Yes | No | No | No | No |
| Delete organization | Yes | No | No | No | No |
Custom Roles (Enterprise)
Create custom roles with specific permissions:
1. Go to Settings > Roles
2. Click Create Role
3. Name the role
4. Select permissions
5. Save
Managing Existing Users
Change User Role
- Find user in list
- Click role dropdown
- Select new role
- Changes apply immediately
Disable User
- Find user in list
- Click ... menu
- Select Disable Access
- Confirm action
Remove User
- Find user in list
- Click ... menu
- Select Remove from Organization
- Confirm removal
- Reassign their content (if any)
Access Control
Data Source Access
Control who can access which data sources:
- By role (default)
- By workspace membership
- By explicit assignment
Dashboard Permissions
Set per-dashboard:
- Who can view
- Who can edit
- Who can share
Best Practices
Security
- Regular access reviews (quarterly)
- Remove inactive users
- Use least-privilege principle
- Enable MFA for all users
Organization
- Consistent role assignments
- Document role definitions
- Onboarding process for new users
- Offboarding checklist for departing users