👥Users

As an app administrator either at both the app store and application level, learn how to add and modify user.

Overview

On this page, you have the users in rows and the apps of your instance as columns.

At the intersection, a pictogram indicates what types of access has been granted.

More than giving you an overview of your users’ access, from this interface you can also:

• Search the users: just start typing the user’s email

• See the number of users

• Download the users list (csv format)

• Sort your users

• Hover on the user name to get its creation date

• Get a reminder of what the pictograms mean

Create users

You can create users from the Add user button at the top right side of your screen.

Create/edit a single user

Options

• Username : the username can be either an email address or text (such as an ID, for example)

• Password :

  • Password generation by email : The user will receive an email to generate its password

  • Single Sign-On : Thanks to the OAuth provider setup in the instance_settings.cson, the user will be able to reuse existing SSO credentials to login to Toucan.

  • Manually set password : Choose a temporary password, as soon as you choose to send a password generation email to your user, you won’t be able to modify it.

• User-group(s) : (Optional) assign one or multiple groups to your user.

• Set an expiration date for this account : (Optional) allows you to create a user for a limited period of time. Great for demos or prospect materials.

Assign privileges

Once you have created your user, click on continue to assign rights to one or multiple apps:

Here are the privileges explanation (in increasing order of rights perimeter):

• No access: the user cannot access the app

• Viewer: the user can access the app and user collaborative features in production only but cannot access the studio

• Validator: the user can access the studio to validate the app before any release to production. The user cannot create or update the app by himself

• Contributor: the user can access the studio to edit the app.

  • Data Storyteller: The user can access the studio but he can only creates stories, edit color theme and create engagement with notifications customization. He cannot add any data to the application (need a feature flag activation).

  • Data Master: The user can access the studio but he can only connect, prepare and apply permissions on data in the app. He cannot create stories/tiles nor affect the front of the application (need a feature flag activation).

  • Business Specialist: The user cannot access the studio but he’s able to add/edit a commentary on a chart directly depending of the value of a requester (report or date at the moment). This can only be done on production (need a feature flag activation).

Hint

💡 Those 3 new sub-roles are under feature flag activation ! If you need that, talk about it with your Customer Success or your Account Executive in order to enable it.

If your user is added to a group using group privileges, this step will be skipped. User will inherit privileges setup at the group level.

Notifications settings

Choose how you want to notify your new user of its access :

• No email : the user won’t receive any welcome email to the platform. The user will only receive its password generation email if specified at creation

• Platform email : the user will receive one global email listing all the app access granted

• Applications emails : the user will receive an email for each application access has been granted to

Edit users

You can edit a user’s privileges directly from the interface by clicking on the user privilege icon in a given app column.

If your user belongs to a group with privileges, you won’t be able to edit the user access. You’ll have to remove the user from the group to do so.

You can edit a user’s information by selecting a user from the list to activate the edition menu at the bottom right of your screen.

Create/edit multiple users

Hint

This is what we call bulk creation 👥

Bulk creation/edition template

To create multiple users, you need to drop a csv file that contains specific information.

A template file is available for download. This file contains all the required columns you need to fill:

• username : the username can be either an email address or text (such as an ID, for example)

• admin : type in true to give admin access to a specific user

• provider : (Optional) the name of the sso provider (leave empty if the user logs in via username/password)

• user-group : (Optional) type in the name of the group, leave it empty if you don’t want to assign any group to your user(s). There are by default 3 user-group column, but you can add more just make sure to update the number after user-group

• All existing app on your store will have a dedicated column (small-app lovely-name), you just need to fill what type of privilege each user will have for each app:

  • view for a Viewer

  • validate for a Validator

  • contribute for a Contributor

  • contribute-data for a Data Master (need a feature flag activation)

  • contribute-design for a Data Storyteller (need a feature flag activation)

  • business-specialist for a Business Specialist (need a feature flag activation)

Hint

If you want to delete some users with a bulk upload, then add a delete columns and fill it with true or false

Once you’re done filling-up the template, you just have to drop it in the tile 🎉

Send email invitation to new users : with this option activated, users will receive an email to inform him/her of his/her access to the Toucan application and will be invited to create his/her own password.

File example (bulk creation):

username	admin	user-group 0	user-group 1	small-app finance	small-app marketing
test@tou cantoco. com	true
test2@to ucantoco .com		Manager		view
test3@to ucantoco .com				view	contribute

• [e-mail] will be admin

• [e-mail] will be assigned to the Manager group and have a view access to the Finance app

• [e-mail] will have a view access to the Finance app and contributor access to the Marketing app

Edit multiple users

You can edit multiple user’s privileges by selecting the users from the list to activate the edition menu at the bottom right of your screen.