BeProfit allows you to invite team members to collaborate on your analytics dashboard. This article explains how to add users and manage access permissions with the currently available roles.
Available User Roles
BeProfit currently offers two user role types:
1. Admin: Users with full access to all features, settings, and data within your BeProfit account
2. View Only: Users who can see all dashboard information but cannot make changes to settings or configurations
How to Add Team Members
1. Log into your BeProfit account and look for the "Invite Team members" option located at the bottom of your dashboard interface.
2. When adding a new team member, you'll need to provide:
- Name
- Email address
- Select their role (Admin or View Only)
After entering the required information, click the "Save" button. An email will be sent to your team member with instructions to access your BeProfit account.
Managing Existing Users
To manage existing users:
1. Click Settings
2. Select Workspace
From this screen, you can manage all current users by viewing their details, changing their roles between Admin and View Only, and removing users from your account. If needed, you can also invite additional team members to join your workspace.
Admin Users Can:
- View all dashboard data and reports
- Configure account settings
- Manage integration connections
- Add or remove users
- Update cost settings and data sources
- Create and edit custom metrics (Plus plan)
View Only Users Can:
- View all dashboard data and reports
- Access historical data
- Export reports
- Cannot modify settings or configurations