Add & Manage Users:
For bulk import: Get Excel template from Four/Four, fill in info, and upload in Admin Panel.
For one-off adds: Use the “Invite” feature.
Roles Explained:
Admin: Full control. Limit number as these are intended for superusers.
Creator: Can create topic sets and insights.
Viewer: Can only view, analyse, and receive notifications (default if not assigned).
Best Practices:
Assign Creator/Admin only as needed, excess admins increase risk of accidental changes.
Tag Solutions Consultants specifically, these roles provide valuable feedback for product/commercial analysis.
Change roles anytime via Admin Panel.
Permissions at a Glance:
Role | Can Create/Edit | Can View | Can Analyse | Can Admin |
Admin | Yes | Yes | Yes | Yes |
Creator | Yes | Yes | Yes | No |
Viewer (Default) | No | Yes | Yes | No |
Tips:
Use clear display names to help identify roles (esp. for team-based reporting).
Clean up unused users regularly.