Articles on: Web App
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Manage Web Users

Articles on: Web App



Add a new web user


Click on the ( Create user) button, Select ( +One user)

Fill in all the details and select the role the web user needs to have



NB: The email should always be in lowercase

Web user profiles


Profiles are set in the client configuration and define a web user's access rights, including dashboard permissions. Roles can be adjusted based on needs.


A web user can only create other users with lower-profile roles. For example, an admin can create editor and viewer accounts, while an editor can only create viewer accounts.

Customize profile


In the Client Settings under the Users tab, you can rename profiles, create new ones, and define web user roles actions they can perform.

Access to all resources


In the profile definition, there is a toggle button to “Ignore team scope restriction"


When the toggle button is enabled "Ignore team scope restriction" on all the roles the web user will be able to see all actions for all teams.

This conditions the access to:


  • List items
  • Teams
  • Users
  • Dashboards
If this is activated, the user can manage all the resources of the client, regardless of the teams they belong to.If this is not activated, the user can only manage the resources assigned to the team he belongs to.Only web users with the option activated will be able to see the “orphan” items and users, i.e. all the ones that have not been assigned to any owner

Defining web user roles

Roles are created in the client setup. They determine the dashboards the web user can see.


When you create a dashboard, you can specify the role that should have access to it.


Assign a dashboard to a mobile user role.


This is done through the web application, under the dashboards section.


Go to the target dashboard and click on the edit icon that appears on it. Navigate to the field “Attached roles to query dashboard”, click on the Add(+) icon, add your role(s), then confirm and Save.


Retrieve the password of a web user


Through WebApp, you can reset and retrieve WebApp login credentials for your client. The client will receive a new password via email. Always remember to inform them to check their spam folder in case they don't receive it by email.

Go to the web user, and click on the edit icon on the account. Click on additional information so as to see all options. Click on RESET PASSWORD, then on SAVE once done. The user password will be reset.

Edit a web user


Click on the edit icon to edit the information

Delete a web user


Click on the delete icon to delete the information

**For more information on the above actions, please view below **


Create multiple web users (bulk)


To create multiple web users, click on Create User on the top right. Then select Multiple users

Upload the users as per the template provided, you can also upload the web users with their dashboard roles and teams defined in the template.


The mandatory fields must be filled in the template before uploading it so as to avoid errors.

Edit Multiple web users (bulk)


Select the users you want to edit.

Click on the 3 dots at the top right and select “ Bulk edit (CSV) ”.

A small screen will open, then click on link to get the template, follow the template downloaded in csv to do your edits. After your done with your edits upload the file in csv.



Delete Multiple web users (bulk)


Select the users you want to delete.

Click on the 3 dots at the top right and select “ Bulk delete web users ”.

A small screen will open, then click on link to get the template, follow the template downloaded in csv to delete. After done save your file in CSV and upload.


Download all web users


Click on the download button at the top right of the screen to download. The excel, CSV file downloaded will have the user names, emails, dashboard roles, and teams they belong to.

Applying a filter enables you to download only the filtered items.

Updated on: 19/05/2025

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