Managing Users

If you’re the project Owner (Liferay invited you by email) or have been assigned the Admin permission, you can invite and manage users. Here’s how to bring up the User Management page:

  1. Click on Settings in the navigation panel. The default Settings page appears.

  2. Click on User Management in the navigation area. The User Management page appears, listing all the project’s users.

From the User Management page, an Admin user (or Owner) can invite users, edit their permissions, and delete them.

If your project is new, you’ll want to invite your teammates to the project.

Inviting Users

It’s exciting to give and receive invitations. Carry that excitement with you as you invite your team’s analysts, data integrators, and marketers to your Analytics Cloud project.

  1. In the User Management page, click on the Invite Users button. The Invite Users dialog appears.

  2. Enter the email addresses (separated by a space or comma) of the people to invite to the project.

  3. Click the Send button. The invitation is sent to your lucky teammates.

invitation-email.png

Figure 1: The invitation email looks like this, except your project number shows in place of the red rectangle.

You can set the user’s permissions when their invitation acceptance is pending.

Managing Permissions

Analytics Cloud projects have these permission Roles:

Owner: Can do all things, but cannot be deleted.

Admin: Can do all things, including manage other Admin users. Admin users can be deleted.

Member: Can view all profiles and analytics, but cannot edit anything under Settings. They cannot manage users, or add or remove data sources.

Here’s how to change a user’s permission Role:

  1. Click the Edit button in the user’s list entry.

  2. In the Permission column, select the user’s current permission. A permission Role selector appears.

  3. Select the permission Role for the user.

The user is assigned the selected Role. That’s all there is to it!

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