Adding and removing users in your Chartio account

Teams

Adding new users to your Chartio account

You can invite a new user to join your Chartio account several different ways:

  • You can add their email address to the team(s) to which you would like them to belong. You must be on the Owners team for your account to add additional users.

Add new users to your Chartio account with their email

  • Any Chartio Editor or Owner can invite new users to view or edit a dashboard from the dashboard settings page. If the new user is not currently a member of your Chartio team, the Owners of your Chartio account will receive an email prompting approval of your new user for the Chartio account. Your new user will be added to the team “Added from Dashboard” until properly reassigned by a Chartio account Owner.

Any users on the dashboard can view the other users, and editors and owners can change permission settings

If your new user causes you to exceed the number of licenses on your Chartio subscription, the user will be added to your account and you will be prompted to contact your Customer Success Manager or accounts@chartio.com for options to modify your Chartio subscription.

Added from dashboard team

If you invite a new user to Chartio by granting them access to view or edit one of your dashboards in Chartio, the Owners of your Chartio account (Owners Team) will receive an email prompting approval of the new user to take up a license in Chartio and the new user will added to the team in Chartio called “Added from Dashboard”.

Added from dashboard menu

The team, “Added from dashboard” is intended as a temporary home for your new Chartio users. This team itself cannot be granted access to any dashboards or data sources.

Best practice is for your account owner to properly reassign this new user to the appropriate Chartio team reflecting their license type required (editor or viewer) and access permissions. Once added to at least one Chartio team, the user should be deleted from the Added-from-Dashboard team.

Added from dashboard menu

More details on user and team permissions can be found in our support document on Team management.

Also, check out our blog post about team management best practices for more details and suggestions on keeping the users in your Chartio account organized.

Removing a user

Only members of the Owners team have the permissions to delete a user from Chartio. There are two ways you can remove a user:

From the Users Page

1. Click on the ellipses in the top bar and navigate to the “Settings” page.

2. Click on “Users”.

Users page

3. Find the user you are looking for. Click on the X under the “Delete User” column. This will take you to the confirmation page.

Delete a user

4. Click the checkbox to confirm, and then click on the “Remove User” button.

From the Teams Page

1. Click on the ellipses in the top bar and navigate to the “Teams” page.

2. Find the user and click on the user’s name and email address. Once clicked, this opens the user’s profile page.

3. At the top right, click “Delete User”. This will take you to the confirmation page.

deleting a user

4. Click the checkbox to confirm, and then click on the “Remove User” button.

Removed user and losing data

If you delete a user, the dashboards, charts and data stores created by them will NOT be deleted.

Anyone on the Owners team can grant themselves access to any dashboard or data source, so they can grant themselves access to any of the content created or connected by the deleted user. In other words, any content created by a user who is deleted from the account is still accessible to anyone on the Owners team and/or anyone else that was granted editor/admin access to that content.


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