Managing a user in the Manage users panel
To manage a user's information 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:
- Search for the user by name or email address.
- Click on the record to open to edit it.
- The following panel appears that allows you to manage the user's settings:
- Update the following as needed:
- Name — The name of the user.
- Email — The email address of the user (cannot be updated — reach out to support to update).
- 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. Downgrading a user from Editor to Viewer will cause the user to lose edit permissions on all datasets in your organization.
- Authentication — The method by which the user authenticates in Crunch (if the user’s authentication method is set to 'Password', you can click the Reset password link to send the user an email to reset their password).
- 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).
- Created on — Shows the date the user was first created in Crunch. Last accessed shows the date the user last authenticated in Crunch (YYYY-MM-DD format).
- Last accessed — Shows the date the user last authenticated in Crunch (YYYY-MM-DD format).
- Click the Save button when finished.