Subscription & User Management

User Management is where you can manage all of the Report Upgrade users within your Salesforce organization. Every Salesforce user must have a Report Upgrade subscription before gaining access to Report Upgrade. Portal users utilize existing Salesforce user account to gain data access for dashboards or report refreshes. Portal users need a different Report Upgrade subscription, they are not counted as normal Salesforce users.

Types of Users

Salesforce User - Creator

This type of users is able to create dashboards, both public and personal, and edit dashboards within their level of access.

Administrator: highest level of Creator. Has access to create and edit all levels of Public Dashboards and their own Personal Dashboards.

Supervisor: has limited access to the Public Dashboard folder and can edit or create within that realm of access in the Public Dashboards. This User can edit or create within their Personal Dashboard folder.

User: has viewing access only to the Public Dashboards folder, but has full create and edit access to their Personal Dashboard folder.

Salesforce User - Explorer

This type of users is only able to view the dashboards they are granted access to within the Public Folder. They will be able to use the add/ insert functions on the dashboards to update data to their Salesforce org. (This is also referred to as a Viewer user).

Portal User

This type of users is only able to view the dashboards they are granted access to within the Public Folder.

Manage Subscription and Users

To manage your users, go to the menu bar on the left side and select Manage Users.

The Manage User window displays all users and their access statuses. At the top of the window, there are different buttons to edit existing users or create a new user. When Auto Approve is checked, any new user to Report Upgrade will automatically be granted access. If unchecked, the administrator(s) will need to manually click the Approve Selected User button.