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The "Users" Tab
The "Users" Tab

Manage and add users by taking advantage of the Users tab on Rupert Desk

Reut Vilek avatar
Written by Reut Vilek
Updated over a week ago

This article will cover how to do the following:

You can manage users’ permissions and access to Rupert’s Desk via the "Users" tab. In the Users tab, you can see all existing users in your organization, edit their information, deactivate and reactivate them, and invite new ones.

Invite Users

Add a new user or a batch of users by clicking the + Invite Users button.

You can invite users in 2 ways:

  1. Email - Type or paste in one or more emails in the text field. Ensure they are separated by a space or comma. Assign the user(s) one or more teams from the dropdown menu, then assign them a user type (end user, viewer, editor). Click Invite

    Note: Editors / Managers will receive an email notification, explaining about Rupert.

  2. BI Tool - You can also import a list of users directly from your connected BI Tool. This is only available if you have a Looker/Tableau source connected to Rupert. Select the source, then click Select Users.

You will be directed to a list of emails where you can select users you want to invite

After selecting users, assign them a team and a user type via the dropdowns underneath. Click Invite to add the users.

Edit a user’s details

In the "Users" tab, click the user you would like to edit.

Here you can edit the name, title, user type, teams and activate / deactivate.

Deactivate Users

Users can not be deleted entirely from the Desk. Instead, you can deactivate a user by switching the toggle located in the edit user popup.

Deactivating a user will:

  1. Prevent the user from getting email / Slack notifications

  2. Revoke the user’s access to the Rupert Desk

What’s next? Check out these articles to learn more:

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