Add a New Dashboard User

      Add a New Dashboard User


        Article summary

        Add a New Dashboard User

        Before adding a new dashboard user, you must have created its associated user group. See Section 3.5.1 for instructions. 

        1. First, check you are in Rayven Workspace and have selected your desired solution.
        2. Navigate to Dashboard Users and select 'Edit group' from the icon on the far right.
        3. Select 'Add a new user'.
        4. Enter the first and last name of your new user.
        5. Enter the user's primary email address. They will enter this email address to log in.
        6. Set a user password. It must be at least 8 characters long and include at least one upper case character, one lower case character, and one special character.
        7. Select the permission level for your user. All users can change their time zone and password from the drop-down menu in the top right of their dashboard. See the breakdown of permission levels below for more information. 
        8. You can use the drop-down menu to change the user's User Group.
        9. You also have the option to provide an email address and/or telephone number for sending alerts to the user. 
        10. Finally, select if the user has permission to arrange widgets on the dashboard. We recommend only enabling this for the dashboard manager.
        11. After clicking save, you can view your new dashboard user under 'Users List'.

        Dashboard Permission Levels

        There are 4 permission levels for dashboard users. From highest to lowest access, these are: SuperAdmin, Admin, Editor, and Viewer.

        • SuperAdmins can:
          • View dashboards assigned to their user group,
          • Add, edit, and remove devices, label names, and label values,
          • View, add, edit, and remove dashboards,
          • Add, edit, and remove user groups and view all user groups in the solution,
          • Create dashboard users with any permission level,
          • Share a private link for any dashboard (the person receiving the link must have the correct login credentials to access the dashboard),
          • Edit widgets directly from dashboards by clicking the menu button on the top-right,
          • Click button widgets, edit table values, edit data entry widgets, and change multi-choice menus.
        • Admins can:
          • View dashboards assigned to their user group,
          • View, add, edit, and remove dashboards associated with their user group,
          • View, add, and edit users associated with their user group,
          • Create dashboard users with Admin, Editor, or Viewer permission levels,
          • Share a private link for any dashboard (the person receiving the link must have the correct login credentials to access the dashboard),
          • Edit widgets directly from dashboards by clicking the menu button on the top-right corner of a widget,
          • Click button widgets, edit table values, edit data entry widgets, and change multi-choice menus.
        • Editors can:
          • View dashboards assigned to their user group,
          • Share a private link to any dashboard (the person receiving the link must have the correct login credentials to access the dashboard),
          • Click button widgets, edit table values, edit data entry widgets, and change multi-choice menus.
        • Viewers can:
          • View dashboards assigned to their user group,
          • Share a private link for any dashboard (the person receiving the link must have the correct login credentials to access the dashboard).