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Symon.AI Help Center

Users

Abstract

There are two types of user roles in Symon.AI: the Dashboard viewer role and the Admin role.

There are two types of user roles in Symon.AI: the Dashboard viewer role and the Admin role. Learn how to add team members and how to edit existing team members.

Dashboard viewer

Dashboard viewers are able to do the following actions in Symon.AI:

  • View shared dashboards

  • Interact with dashboard filters

  • Hover on charts to see information

Admin role

Administrators are able to do any of the following actions in Symon.AI:

  • Invite new members

  • Assign or update member roles

  • View accepted and pending members

  • Delete accepted and pending members

  • Create and copy dashboards using multiple pipes

  • Share dashboards with Dashboard viewers

  • Recall dashboards previously shared with Dashboard viewers

Add team members

Get your organization up and running by inviting your team members.

Adding a new team member

  1. In Symon.AI, click your user name.

  2. Click Organization settings.

  3. Click the Users tab.

  4. Click Invite people.

    The Invite new members modal appears.

  5. Add the users email address and select the role, either Admin or Dashboard viewer.

  6. Click Send.

Edit team members

Change the roles of your team members.

Editing a team member

  1. In Symon.AI, click your user name.

  2. Click Organization settings.

  3. Click the Users tab.

  4. Search for the member that you want to update.

  5. Click the more options menu.png menu on the members row.

  6. Click Edit.

    The Edit Member modal appears.

    Note

    You can also delete a member from your organization by clicking Remove.

  7. Select the role to update: Admin or Dashboard viewer.

  8. Click Update.