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Documentation Index

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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:
  • Add Users
  • Update User Permissions
  • Remove Users

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Adding Users

1. Log into your Crisp account. 2. From the main menu at the left of the screen, select Settings > Manage users. main_menu_manage_users.png 3. From the top-right of the screen, select the Invite user button. managing_users_001.png The Add new member window appears. 5. Enter the new user’s email address. New_User_Email.png 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 all or specific dashboards and save reports, but cannot edit or view anything else or invite new users. If you select this option, you can specify whether you want the user to be able to view all or specific dashboards and choose which specific dashboards they can view. Dashboard_Viewer_Selection.gif
7. Select the Invite button. managing_users_002.png

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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 left of the screen, select Settings > Manage users. main_menu_manage_users.png 4. Select the More menu to the right of a user, then select Edit permissions.\ managing_users_003.png The User Permissions window appears. 5. Select a new role (e.g., Account Viewer ) and update any additional settings you want to change, then select the Save button. Managing_User_Permissions_005.png

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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 left of the screen, select Settings > Manage users. main_menu_manage_users.png 3. Select the More menu to the right of a user, then select Delete.\ managing_users_004.png The Delete User window appears. 5. To confirm the deletion and remove the user’s access to Crisp, click the Delete button.\ managing_users_005.png The user is deleted and no longer has access to Crisp.