As an account admin, you can invite users to your company's Crisp account and update permission levels for them, so you can provide the right level of access to your stakeholders, whether it be internal users or external parties such as brokers or buyers.
As an admin, you can:
Adding Users
1. Log into your Crisp account.
2. From the main menu at the top-right of the screen, select Manage Users.
3. Select the Invite a user button.
The Add new member window appears.
5. Enter the new user's email address.
6. Select a role to set a permission level for the user.
- Account Admin: The highest level of access. Users with this role can view and edit everything on the account, including connectors and users.
- Account Editor and Account Viewer: Users with these roles can view and edit dashboards, create saved reports, and share reports with internal and external users.
- Dashboard Viewer: The most basic setting. Users with this role can view specific dashboards and save reports, but cannot edit or view anything else or invite new users.
7. Select the Invite button.
Updating User Permissions
You can change a user's role settings to edit their level of access, such as restricting their editing capabilities or limiting their access only to specific dashboards.
Steps:
1. Log into your Crisp account.
2. From the main menu at the top-right of the screen, select Manage Users.
4. Select the Permissions link beneath the email address of the user whose access you want to change.
5. Select a new role (e.g., Account Viewer) and update any additional settings you want to change, then select the Save button.
Removing Users
You can delete a user who you no longer want to have any access to your Crisp account.
Steps:
1. Log into your Crisp account.
2. From the main menu at the top-right of the screen, select Manage Users.
3. Select the Remove link beneath the email address of the user you want to remove from the account.
5. A message appears in red to confirm the deletion. If you confirm, click the Remove access? text.
The user is removed and no longer has access to Crisp.