Adding a user in the Manage users panel
To add a new user in the Manage users panel:
- From anywhere in the Crunch app, click the three-dot menu (
) in the upper right hand corner of the screen:
- Select Manage users.
- A list of users appears:
- Enter a name in the upper-left search box to make sure the user hasn’t already been added.
- Click the +Add user button.
- The following panel appears that allows you to configure the new user:
- Enter the following:
- Name — The name of the user.
- Email — The email address of the user (cannot be changed later).
- User type — Select if the user belongs to your organization or if the user is a client user (the field is hidden if your organization does not have client users).
- Highest permitted access — Select either Admin, Editor, or Viewer:
- Admin permission should only be granted to a few users in your organization who can make global changes.
- Editors can be granted permission to edit datasets in certain folders.
- Client users cannot be granted permission to be admins or to edit datasets.
- Viewers have view-only access to data.
- Authentication — The method by which the user authenticates in Crunch.
- Password — requires the user to configure a password to authenticate in Crunch.
- Google Auth — requires that the user authenticate with their Google account.
- Your organization may have other custom authentication methods that can be used (these additional methods are available in the drop-down menu).
- Send invite email checkbox — If checked, an email is sent to the user with information about how to sign into Crunch for the first time.
- Click the Save button when finished.
