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How to add users and share dashboards in Kapiche
How to add users and share dashboards in Kapiche

Everything you need to know about how to add and manage users in Kapiche.

Ryan Stuart avatar
Written by Ryan Stuart
Updated over a week ago

There are two user types in Kapiche which have their own respective process when it comes to inviting them to your site, which we'll cover off for you below:

Creator User

Creator Users have complete access to all of the different areas of Kapiche and require a paid Creator license (your annual subscription usually includes a set amount of licences that can be allocated).

Explorer User (aka Dashboard User)

Explorer users have read-only access to the specific Dashboards that they have been invited to and cannot access the Analytics components of Kapiche (such as Storyboards & Querying). They require a paid Explorer license (your annual subscription usually includes a set amount of licences that can be allocated).

Adding a Creator user to Kapiche

To maintain top security, we have a three-step authentication process when it comes to adding new Creator users to Kapiche.

Step 1: Invite the user to your Kapiche Site:

  1. Navigate to your Kapiche Site

  2. Click on your profile menu towards the top-right corner of the page

  3. Click 'Users'

  4. Type the email of the person you want to add into the invite box

  5. Click 'Invite'.

Important Note:

Before inviting an Creator user to Kapiche you'll need to confirm that you have an Creator license available on your plan.

Here's how:

  1. Navigate to your Kapiche Site

  2. Click on your 'Profile Menu' towards the top-right corner of the page

  3. Click 'Users'

From there, the number of Creator licenses available will be displayed along the top.

Tip: If you would like to organise an additional Creator license, drop us a message via the blue live chat icon towards the bottom-right corner of any Kapiche screen!

Step 2: Your user will need to activate their account

Your new user will receive an email invitation to activate their Kapiche account - they'll need to follow the instructions in their email in order to complete the registration process.

Step 3: Provide access to your relevant Projects

Once your new user has successfully activated their Kapiche accounts you will then be able to invite them to your relevant Kapiche projects:

  1. Navigate to the Project(s) you would like to your new user to

  2. Scroll down to the 'Project Members' section of the page

  3. Start typing in their email address & then select their email when it appears

Tip: If the user's email address doesn't appear in the list, they likely haven't activated their account yet!

Adding a new Explorer user to Kapiche

To maintain top security, we have a two-step authentication process when it comes to adding new Dashboard users to Kapiche:

Step 1: Generate an invitation via the Dashboard menu:

  1. Navigate to the specific Dashboard you would like to add a new user to

  2. Click on the 'Share' icon towards the top-right corner of the page

  3. Type the email of the person you want to add into the invite box

  4. Hit enter to send an invitation to your new user

Step 2: Your user will need to activate their account

Your new user will receive an email invitation to activate their Kapiche account - they'll need to follow the instructions in their email in order to complete the registration process.

Tip: If your Dashboard users lose the URL for their dashboard, simply click on the Share button on the dashboard and then copy the URL located towards the bottom!

Adding an existing user to a Kapiche Dashboard

If you would like to invite an existing user to a new Kapiche Dashboard:

  1. Head to the Dashboard you'd like to invite them to

  2. Click on the 'Share' icon towards the top-right corner of the page

  3. Type the email of the user you'd like to invite in the search box menu

  4. Click on their name once it appears in the dropdown menu

From there, they'll receive an email with a link to view/access the Dashboard!

Removing or Disabling a user from your Kapiche site

To remove or disable a user from your entire Kapiche site:

  1. Navigate to your Kapiche Site

  2. Click on your 'Profile Menu' towards the top-right corner of the page

  3. Click 'Users'

  4. Click the 'three dots' next to the user you would like to remove

  5. Click Delete to remove altogether, or 'Disable' if you want to temporarily remove access.

  6. Done!

Removing a user from a specific Project

To remove a user from a specific Project, please reach out to us using the live chat icon towards the bottom-right corner of any Kapiche window & we'll help you out 😊


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Removing a dashboard user from a specific Dashboard

  1. Head to the Dashboard you'd like to remove the user from

  2. Click on the 'Share' icon towards the top-right corner of the page

  3. Locate the user in the list of active users

  4. Click the 'Remove' button

  5. Done!

Questions? πŸ€”

If you have any questions about managing users in Kapiche (or anything else!) you can get in touch with us any time by hitting the blue chat button to your right πŸ‘‰

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