Managing users and teams

Every person in your Genuics organization is a user, and every user belongs to a team. Users and teams together control who can see what data, who can edit which dashboards, and who gets notified when something happens.

Viewing your users

Go to Setup > User Management > Users in the sidebar. You'll see a table of every user in your organization:

Column	What it shows
Name	The user's display name
Email	Their login email address
Role	Their assigned role (Admin, Member, or a custom role)
Team	Which team they belong to
Last login	When they last signed in
Active	Whether the account is active or deactivated

Use the search bar to find users by name or email. You can also filter by role, team, or active status.

Inviting a new user

1. Go to Setup > User Management > Users.
2. Click the Invite User button in the top-right corner.
3. Enter the user's name and email address.
4. Select a role - this determines what permissions they have. See Roles and permissions for details.
5. Select a team - this determines which data they can access.
6. Click Send Invite. The user receives an email with a link to create their account.

Editing a user

Click any user in the list to open their profile. From here you can:

• Change their role - promote a member to admin, or assign a custom role you've created
• Change their team - move them to a different team if their responsibilities shift
• Deactivate the account - the user can no longer sign in, but their past actions and assignments are preserved
• Reactivate the account - restore access for a previously deactivated user
• Force password reset - require the user to set a new password on their next login
• View 2FA status - see whether they have two-factor authentication enabled

Managing teams

Teams group users together and scope their data access. A "Marketing" team sees marketing datasets; a "Support" team sees support datasets. Teams also make sharing easier - share a dashboard with a team and every member gets access.

View and create teams

Go to Setup > User Management > Teams to see all teams in your organization.

1. Click Create Team.
2. Enter a team name - keep it short and recognizable (e.g., "Product", "Customer Success", "Executive").
3. Click Create.

Assign users to a team

You can assign users to a team in two ways:

1. From the user's profile - edit the user and select a team from the dropdown.
2. From the team page - click a team name, then click Add Member to select users.

Each user belongs to one team. If someone works across teams, assign them to the team most relevant to their primary data access needs, or consider creating a broader team like "Cross-Functional."

Delete a team

1. Go to Setup > User Management > Teams.
2. Click the team you want to delete.
3. Click Delete Team.
4. Confirm the deletion. Users in the team are not deleted - they become unassigned and need to be moved to another team.

How teams scope data access

Teams control visibility at the data level:

• Datasets are owned by a team. Members of that team can see the dataset; members of other teams cannot (unless explicitly shared).
• Dashboards shared with a team are visible to all current and future members of that team.
• Actions assigned to a team are visible to all team members.

Admins and users with the right permissions can see data across all teams. For fine-grained control, create custom roles - see Roles and permissions.

Seat limits

Your plan determines how many active users you can have:

Plan	Seats
Free	1
Starter	5
Pro	25
Enterprise	Unlimited

If you've reached your seat limit, deactivate an unused account or purchase additional seats as an add-on ($8/month per seat).

Next steps

To control exactly what each role can do, head to Roles and permissions. To configure organization-wide security settings, see Organization settings.