User Management: Viewers, Analysts, and Admins

Overview

This document describes how to manage users in BrightGauge™. This document covers the following topics:

User Roles

BrightGauge has three user roles:

  • Admins have full access to your BrightGauge account and can manage Analyst and Viewer user permissions. Standard plans include two Admins, while Enterprise plans include three licenses that can be assigned as Admin or Analyst. Administrator user sessions expire after two weeks.
  • Analysts are unique to the Enterprise plan. Analysts are Administrator users with reduced rights and are limited to building and managing data from only the datasets they have permission to access. Enterprise plans include three licenses that can be assigned as Analyst or Admin. Analyst user sessions expire after two weeks.
  • Viewers have read-only access to only the dashboards and goal lists that are shared with them. Every account includes an unlimited number of Viewer users. Use Viewer accounts for sharing dashboards and goals with team members or clients. Viewer user sessions expire after two years.

Admins and Analysts are classified as Users in BrightGauge, whereas Viewers are classified as Viewers.

To view and manage Admins and Analysts, navigate to Your AccountUsers.

To view and manage Viewers, navigate to Your AccountViewers.

Note: You may add more Admins and Analysts to your plan at any time. For help adding more users to your account, please contact Support by selecting Help > Open a Ticket from the top menu bar.

User Feature Comparison

The following sections break down BrightGauge feature access by user role.

Dashboards

  Create Dashboards View Dashboards Present Dashboards Apply Filters Create/Delete Filters
Admin
Analyst
Viewer    

 

Reports

  Create Reports Create Client Reports Create Report Templates Share Report Templates Delete Default Reports Use Report Templates Created by Others Receive Reports
Admin
Analyst    
Viewer            

 

Goals

  Create Goals View/Own Goals
Admin
Analyst  
Viewer  

 

Account Management

  Add Users Manage Users Modify Account Details Billing Benchmarking*
Admin
Analyst          
Viewer          

*BrightGauge Enterprise+ plans only

Data

  Client Mappings View Data Settings Add Datasources
Admin
Analyst      
Viewer      

 

Role Management

Role Management for New BrightGauge Partners

Partners who are new to BrightGauge can manage all their users and roles via ConnectWise Home.

Add a New User

When adding a new user, set up BrightGauge access by following the steps below.

Note: You can also start at Step 3 by navigating directly to ConnectWise Home > User & Application Settings.

  1. In BrightGauge, navigate to Your Account > Users.
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  2. Click Invite User.
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  3. You are automatically redirected to ConnectWise Home > User & Application Settings.
  4. Click the Add User button.
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  5. In the Add Profile popover, enter the user's First Name, Last Name, and ConnectWise Login Email.
    Note: The SSO activation email cannot be delivered if the login email is invalid or nonexistent. If you are creating a new email for a user, make sure it is active before setting up their access here.
    add-profile-details.jpg
  6. Select a Multi-Factor Authentication method for the user. Email MFA is the default selection.
  7. Complete the Contact Information details as appliable, including the required Contact Email. Select the checkbox next to Make this email the same as login email to use the same email address in both fields.
    contact-email.jpg
  8. Under Connected App Access, find BrightGauge and click the add-app-role-icon.jpg Add app role icon.
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  9. Use the drop-down menu to select the app role you want to assign to the new user: Admin; Analyst; or Viewer.
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  10. Click the Add User button.
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  11. A success message displays when complete.
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  12. Your new user now appears in the Users list. They have a Pending status until they confirm the SSO activation email sent to the email address entered in Step 5.
    manage-user-click.jpg

Change User Account Roles

To change a user’s assigned role, follow the steps below:

  1. Navigate to ConnectWise Home > User & Application Settings direct, or from BrightGauge, navigate to Your Account > Users > Manage Users.
  2. In the Users list, click the name of the user you want to change roles.
    manage-user-click.jpg
  3. In the user’s profile popover, scroll down to Connect App Access > BrightGauge.
    modify-connected-app.jpg
  4. Use the drop-down menu to select a different user role.
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  5. Click Save.
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Disable, Enable, and Delete Users

Follow the steps below to learn how to disable a user, re-enable their access, or delete them permanently in ConnectWise Home.

  1. Navigate to ConnectWise Home > User & Application Settings.
  2. Select the checkbox next to the user(s) you want to modify, then click the ... (ellipsis) icon in the top menu bar to open the drop-down menu.
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  3. Select the action you want to take: Disable User; Enable User; or Delete User.

    Note: You can only select the Enable User option for a user in a disabled state. Similarly, the Disable User option is only available for active users. The Delete User action is available on both active and disabled users.

Disable a User

  1. When you select Disable User from the drop-down menu above, a warning message displays: Disabling these users will revoke their access to the connected apps. Are you sure you want to disable these users?
    disable-user.jpg
  2. Click Disable to proceed.

    Important: Disabling a user disables their access to all connected apps, not only BrightGauge.

  3. A confirmation message displays and the user's icon appears grayed out.
    disabled-confirm.jpg

Enable a User

  1. When you select Enable User from the drop-down menu above, a warning message displays: Enabling these users will allow them to perform operations as per their verification status. Are you sure you want to enable these users?
    enable-user.jpg
  2. Click Enable to proceed.

    Important: Enabling a user enables their access to all connected apps, not only BrightGauge.

  3. A confirmation message displays and the user's icon appears in color.
    enabled-success.jpg

Delete a User

  1. When you select Delete User from the drop-down menu above, a warning message displays: Continuing with this option will delete the user accounts for all selected users. Are you sure you want to continue?
    delete-user.jpg
  2. If you do not want to permanently remove the user, you can choose to disable their account instead. Otherwise, select Delete and remove from list and click Apply.

    Important: Deleting a user deletes them completely from ConnectWise Home and all connected apps. This is a permanent action that cannot be undone.

  3. A confirmation message displays and the user no longer appears in the Users list.
    deleted-confirmation.jpg

Legacy Role Management for Existing BrightGauge Partners

Existing BrightGauge partners can find the legacy user and role management steps within BrightGauge below.

Add Admin and Analyst Users

Note: Only Admin users may add Admins and Analysts.

To add an Admin or an Analyst:

  1. Navigate to Your Account > Users.

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  2. Click Invite User.

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  3. Enter the user's First name, Last name, and Email address. Then, select a Role for the user.

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  4. If you are creating an Analyst user, select which datasets, dashboards, and report templates you would like the user to access. Deselecting a dataset prevents the Analyst user from seeing data in gauges that rely on that dataset for data.
  5. If desired, customize the welcome message for the welcome email.
  6. Select which dashboards the user should have access to.
  7. Click Send invitation. An email invitation is sent to the user with a link to your BrightGauge portal, their username, a temporary password, and a list of the resources they have access to. The user must change their password on the first login to BrightGauge.

Add Viewer Users

To add a viewer user:

  1. Navigate to Your Account > Viewers.

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  2. Select Invite Viewer.

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  3. Enter the user's contact information and select which dashboards the Viewer can access.

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  4. If you would like a viewer to be able to toggle dashboard filters, select that option before saving.
    Important: Allowing a Viewer user to filter a dashboard gives that user access to toggle any existing filters on that dashboard, as well as any data associated. Be sure you know what data is being shared before proceeding.

    ViewerFiltering.png

  5. Click Send Invitation. An email invitation is sent to the user with a link to your BrightGauge portal, their username, a temporary password, and a list of the resources they have access to. The user must change their password on the first login to BrightGauge.

Note: After a Viewer has been created, you can also add or remove them directly from any given dashboard.

 

Change User Account Roles

In the same area where you add new users, you may change a user’s role, expand or restrict Analyst permissions, or delete a user from your account.

  1. From the Users page, find the user you want to affect. Click the pencil (Edit) icon to edit details, or click the X (Delete) to remove the user.

    user4.png

  2. Make any desired changes to contact information. If changing Role from Admin to Analyst, remember to set the Dataset permissions.

    user5.png

  3. After all changes are complete, click Save.

    Note: If deleting a user, know that this action cannot be undone. All gauges, report templates, and dashboards created by the user will remain on the account.

  4. When adding or deleting a user, you will be notified on how the change affects your monthly billing.

Change from Viewer to Administrator or Analyst

To upgrade a Viewer user, create a new Administrator or Analyst user using the same email address attached to the Viewer's account.

Change from Administrator or Analyst to Viewer

To change an Administrator or an Analyst to a Viewer, you must delete the user's existing account, then create a new Viewer account for the user. If your account only has one Administrator license, you cannot delete the current Administrator and invite a new one. However, BrightGauge Support can help grant a temporary Administrator license.

FAQs

Do account admins have to do anything to enable users of my account to use ConnectWise SSO?

No, you do not have to change any security settings in ConnectWise Home. After activating ConnectWise SSO for your account, all users can log in with their current passwords via ConnectWise SSO. Users with a password that does not match the ConnectWise SSO password policy must follow the prompt to reset their password at that time.

If I do not use ConnectWise SSO, will any features be impacted?

Not today. However, many features may soon require ConnectWise SSO to configure new integrations and take other actions.

I have more questions about ConnectWise SSO and BrightGauge – where can I find answers?

Please see the BrightGauge SSO FAQ documentation.

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