Adding and Removing Users
Last updated September 30, 2024
Adding and Removing Users in Polar Analytics
Managing user access effectively is crucial for any organization using Polar Analytics. This feature allows you to add team members who will have access to your analytics data, ensuring that everyone who needs to collaborate can do so seamlessly. In this guide, we will walk you through the steps to add new users to your account and how to remove users who no longer need access.
Prerequisites
To manage users in Polar Analytics, you must have administrative access to your account. If you do not have the necessary permissions, please contact your account administrator.
How to Add Users
Follow these steps to add new users to your Polar Analytics account:
- Log in to your Polar Analytics account using your admin credentials.
- Navigate to the 'Account Settings' section located in the top right corner of your dashboard.
- Under 'Users', click on 'Add User' to begin the process.
- Enter the new user's email address and assign them the appropriate role (Admin, Analyst, Viewer).
- Click on the 'Send Invitation' button. The new user will receive an email invitation to join your Polar Analytics account.
- Once the user accepts the invitation and sets up their account, they will have access to the features and data as per the assigned role.
How to Remove Users
If you need to revoke access for any user, you can easily remove them from your account by following these steps:
- Log in to your Polar Analytics account.
- Navigate to the 'Account Settings' section.
- Select 'Users' to view all the users associated with your account.
- Locate the user you wish to remove, and click on the 'Remove' button next to their name.
- Confirm the removal when prompted. The user will lose access to all Polar Analytics features and data.
Conclusion
By following these steps, you can efficiently manage user access within Polar Analytics, ensuring your team has the necessary permissions to collaborate effectively. If you encounter any issues during this process, please refer to our troubleshooting section or contact support for assistance.