User details

Tags: Flow

Overview

There are two primary types of users in Flow: users with a login and users without a login. Based on this user type, you will see different available tabs for each individual user. Below is an outline of the types of information that can be seen for each user type.


Users details

The User details page will allow you to do the following action items:

  1. Edit the user's login information including email, display name and password
  2. Manage associated aliases
  3. View and manage team membership
  4. View and manage user's view rights
  5. View edit user's associated role/s
  6. Manage user's access to reports, administration permissions and API access

1. Edit the users login and display information

Step 1: On the User detail page, click the Edit link next to the user's image.

Step 2: In this modal you can edit the following information:


A. Change image - Add or change the image used to identify the user.

B. Display name - this is the name that will be used in the reports and and report filters.

C. Display email - this is the main email used to identify the user.

D. Login information - by clicking Edit in this section you can change the email and password that the user uses to login to Flow.


2. Manage associated aliases

Under this section you can remove or add aliases associated with the user.

A. Search for an alias - If there are missing aliases that should be merged under the user, you can use the search bar to locate any additional aliases and add them to the user.

B. Alias list - this list contains all aliases that are associated with the user. You can also see what Integration the alias was pulled in from.

C. Remove alias - If an alias has been incorrectly added to the user, you can remove them (un-merge) the alias.


3. Team membership

In this tab, manage the user's team membership and view rights for each team.

A. Search for an existing team and add the user to the team.

B. Adjust the user's team level view rights by team.

C. Adjust the user's team membership type (viewer or contributor).

D. Remove the user from the team.

Tip: If you see Inherit under the Can view team member metrics column this means the user will inherit the riew rights set at the team level.

4. User view rights

Manage the view rights at the user level in this tab. Here you can set what teams the user can see (all teams, no teams, user's teams) and if the user can see other contributor metrics (Yes or No).

Tip: If you see Inherit under either view rights field, it means the user will inherit the view rights set at the role or organization level. 

5. Roles

On this tab you can add or remove a role for the user.


6. Access

The Access tab contains all the user's permissions. What reports they can see, if they have administrative access and/or if they have access to API endpoints.


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