In your account settings, you’ll have access to the user management in datapine and to all account related information. In this section, we will introduce you to the different user roles in datapine and show you how to import multiple users at once. Keep in mind that only Admins can use most of the options addressed in this section.


1) Account Management


As an Admin, you have access to the account settings. In this section, you can change all related information such as contact details, your subscription plan or the account password.


Here, you will also have access to the Duplication Wizard. This advanced function supports you when cross-querying data from multiple data sources, as it notifies you when your result sets might get duplicated due to the join types. Let’s take a closer look at the different parts of this section.


2) User Management


datapine offers two types of users with editing rights. We generally differentiate between Admins and Editors. Both types of users can create dashboards and work with your data within your organization. However, there are slight differences between these two user types. Here is a quick guide on the different permissions of these two user roles in datapine.




The Admin user most often acts as the owner of the organization and is included by default. Admins have access to all data connected to datapine and can connect or delete other data sources. Users with admin rights may also add other users and viewers, access and edit all dashboards within the organization and as well change payment plans or the general account information.




Editors are users with limited access rights to dashboards and have only a restricted set of permissions for deleting data sources. They can edit and view dashboards that other users have shared with them or that they have created themselves. They may also share content with other users and viewers within your organization. However, they cannot delete databases that someone else has connected and are also not allowed to change the payment plan of the account.



3) Dashboard Viewer


datapine’s Viewer Management allows you to easily share your dashboards with other teams or external people while staying in full control of the Viewer’s permissions. In this section, we will outline the different ways on how to add and manage this type of users in your account. We will introduce you to the Viewer Management page and demonstrate how to bulk upload multiple users at once. For more information on this topic, you can have a look at our video tutorial.


4) Project Explorer


The project explorer helps you to manage your dashboards and projects. Different from the Dashboards manager where they are shared with other users, in that section you can hide your projects in MyDesk and work on them privately until you’re ready to share them with the world. In the project explorer, you will also find useful information about the creation process of a dashboard, such as who has created a chart on your dashboard and when was the last time that chart was edited by someone. Use the Project Explorer to work faster and more efficiently on your dashboards, but also in order to stay in full control of all your ongoing projects.