Managing Smart Reporting user accounts

To view the Users list

1. Log in to Smart Reporting as an administrator. 
2. Open the left side panel, and select Administration > Admin Console.

3. Expand the Users panel.

   You can browse all users in Smart Reporting.

To search for users

1. Open the Users panel on the Admin Console page.
2. Type the user's first or last name in the search box.
   A list of users matching your query is returned.

If a user does not appear in search results, ensure the following:

• You have typed the correct user name in the search box.
• The user is onboarded or synchronized in Smart Reporting. For more information, see Automatically-synchronizing-AR-System-users-to-Smart-Reporting.

To edit a user

1. Open the Users panel on the Admin Console page.
2. Open the drop-down list next to the user's name, and select Edit.
3. On the Update User page, make the necessary changes.
4. Click Update User.

To change a user's role

1. Open the Users panel on the Admin Console page.
2. Open the drop-down list next to the user's name, and select Change Role > roleName.

To delete a user

1. Open the Users panel on the Admin Console page.
2. Open the drop-down list next to the user's name, and select Delete.

3. Select one of the following options:

   • Delete all private content
   • Migrate content to selected user

   
   If you select Migrate content to selected user, make sure the correct user name is in the field.

4. Click Delete.

Where to go from here

Managing-Smart-Reporting-user-roles-and-groups