/onestopreporting/help/management/users section 2026-01-16T14:27:01+01:00 # Manage users On the **Users** tab, you get an overview of your users. You can add users, make edits, grant accesses, and perform bulk operations. ## Indicators Next to the user name, you see some icons that provide additional information about the user. Hover over the icon to display explanatory text. | **Icon** | **Description** | |---|---| |  | The user is a user in places where you are not an administrator. You can grant access to the company, but you cannot make any other changes to the user. | |  | The user is an administrator | ------------------------------------------------------------------------ /onestopreporting/help/management/users/add-users page 2026-01-16T14:27:01+01:00 # Add users 1. Click **Administration**. 2. (If applicable) Click on top, group, or client level. 3. Go to the **Users** tab. 4. Click the button with **three dots ...** on the top right corner of the screen \> **Add users**. 5. In the **Enter email address** field, either type in or paste in the email addresses separated by spaces, line breaks, commas, or semicolons. You can add up to 50 email addresses at the same time. 6. Click **Add**. > [!NOTE] > Your new user(s) will receive an email where they must click the **Accept Invite** button, fill in their name, and set a password. > The *Accept invitation* is valid for seven days, so if the invitation is not accepted by then, you must resend it. This can be done by clicking on the user and clicking the **Resend** button under **Details**, or copy the invitation link and sending it to the user. Now you can edit the user as described below. /onestopreporting/help/management/users/edit-users page 2026-01-16T14:27:01+01:00 # Edit users ## Edit user 1. Click **Administration**. 2. (If applicable) Click on top, group, or client level. 3. Go to the **Users** tab. 4. Click the user name. You can perform the following changes: ### Edit user details 1. Next to **Details**, click  **Edit**. 2. Edit user name or change user level. 3. Click **OK**. > [!TIP] > See [user level](../user-types-and-licenses) for more information on the user levels. > [!NOTE] > It is possible to label a user as an *Auditor*. > The advantage of this is, for example, if you want to add temporary users and be able to easily identify such users. Marking a user as an **Auditor** does not give the user any permissions or access rights. #### Give company access 1. Next to **Company access**, click  **Edit**. 2. In the **Select companies** list, select company/companies. 3. Click **Save**. #### Give customer, group, and client access 1. Next to **Customer, group and client access**, click  **Edit**. 2. In the **Search for access to add** list, select the customer, group or client the user should have access to. 3. In the **Admin** column, select the **Admin** check box if the user should be an administrator at that level. 4. Click **Save**. #### Assign role 1. Next to **Roles**, click  **Edit**. 2. In the **Search for roles** list, select the role the user should have. 3. Click **Save**. /onestopreporting/help/management/users/change-user-levels-for-multiple-users page 2025-11-21T12:15:05+01:00 # Change user levels for one, or multiple users 1. Click **Administration**. 2. (If applicable) Click on customer, group, or client level. 3. Go to the **Users** tab. 4. Select ✅ one or more users. 5. Click the button with **three dots ...** on the top right corner of the screen \> **Change user levels**. 6. Select the user level from the list. 7. Click **Change**. /onestopreporting/help/management/users/change-ownership-of-content section 2026-01-16T14:27:01+01:00 # Change ownership of content It is possible to move content in OneStop Reporting from one user to another user. This 'change ownership' functionality can be useful for transferring content, for example, when a user is removed/deleted from a client in the portal. A typical situation where this functionality is applicable is when a user ends their employment and another user should inherit their work in the portal. > [!IMPORTANT] > You can only transfer content at the client level. Consequently, if the original user is a group user, you must move content from the user for each client in the group. Examples of content that can be moved: - **Reports/Budgets**: - Report and budget templates, report packages, categories, shared reports to user. **NOTE:** Only [published](../../../live-reporting/player/publish-report-template) report- and budget templates are moved. - **Workflows:** - Workflows, assignments, reviewers, and approvers. **NOTE:** The removed user's Activity log is not transferred. In that way, comments made by the removed user will not be taken over by the new user. - **Publisher jobs:** - Publisher job definitions. - **Connections** - The credentials for the connections are removed and ownership taken over by the receiving user. /onestopreporting/help/management/users/change-ownership-of-content/move-conent-to-another-user page 2026-01-16T14:27:01+01:00 # Move content to another user You can move content to another user without removing the user. > [!IMPORTANT] > There are a few things to consider when moving content: > You need to make sure the receiving user has the appropriate licenses, roles, permissions and data accesses or the user might not see all the moved content. > Also note that all history of reports and jobs will be removed. If you want to keep historic runs of a report, you need to first send it to the archive, before moving the content. 1. Click **Administration**. 2. Click **Users** tab. 3. Select ✅ the user you want to move content from. 4. Click the button with **three dots ...** on the top right corner of the screen \> **Move content**. **NOTE:** If the user has no content, you will not see this option. 5. Under **Move content to**, select the user you want to transfer content to. 6. Click **Next**. 7. In the **Confirm action** dialog box, confirm the action by entering the name of the user the content is moved from. 8. Click the **Start moving** button. /onestopreporting/help/management/users/change-ownership-of-content/receive-content-from-another-user page 2024-08-07T11:22:23+03:00 # Receive content from another user ### Receiving user takes over content from another user The receiving user will get an email from the system, informing that he or she has received content in OneStop Reporting. ### Reporting/Budgeting - Categories taken over from another user are added to your own list of categories. - Reports/budget templates taken over from another user is marked with "Moved from\..." on the report details. ### Publisher - Publisher jobs taken over from another user will still run as scheduled by the original user. - Publisher jobs (definitions) taken over from another user shows the original user in the **Moved from** column. - The new user can edit the publishing jobs they have taken over, and can reschedule, add/remove users from the jobs, etc. ### Import data - Connections: Credentials for the connection are removed, and ownership changed to the receiving user. ### Workflow Workflows, assignments, reviewers, approvers are moved. The moved workflows are shown with the name of the previous owner in the **Moved from** column. ### Assignments The receiving user might get new assignments if the previous content owner had assignments in a moved workflow, such as reviewer or approver. /onestopreporting/help/management/users/user-types-and-licenses page 2024-09-03T15:59:28+02:00 # User types and client levels What users get access to depends on both their user level and the level of the client. Please refer to the table for detailed information:  /onestopreporting/help/management/users/add-company-access-for-multiple-users page 2025-11-20T09:58:58+01:00 # Add company access for multiple users 1. Click **Administration**. 2. (If applicable) Click on customer, group, or client level. 3. Go to the **Users** tab. 4. Select ✅ one or more users. 5. Click the button with **three dots ...** on the top right corner of the screen \> **Add company access**. 6. Select company. **NOTE:** You can see which users you selected by clicking on the blue text. 7. Click **OK**. /onestopreporting/help/management/users/assign-roles-for-multiple-users page 2025-11-20T09:58:58+01:00 # Assign roles for multiple users 1. Click **Administration**. 2. Click on customer, group, or client level. 3. Go to the **Users** tab. 4. Select ✅ one or more users. 5. Click the button with **three dots ...** on the top right corner of the screen \> Assin roles. 6. In the **Search for a role to add** list, select the role you want to assign to the users. **NOTE:** Click the blue text to see which users you have selected. 7. Click **OK**. /onestopreporting/help/management/users/set-permissions-and-data-access-for-a-user page 2024-08-02T13:54:26+02:00 # Limit data access for a user 1. Click **Administration**. 2. Click the **Users** tab. 3. In the list, click a user. 4. In the menu that opens to the right, under **Company Access**, click ✏️ **Edit data access filter**. The **Set Access Filters** dialog box displays. Here, you can define filters for specific modules and dimensions in the selected company. 5. Click modules and dimensions in the list to the left-hand side of the dialog. The filter is displayed in the right-hand pane. **NOTE:** If you add identical modules or dimensions as filters, these filters are grouped with the logical operator **And**. Click **And** to change the logical operator. 6. Click **Where** to select whether to include **(Where)** or exclude **(Where not)** data that matches this filter. 7. Click **In** to select an operator. 8. Click **{no filter}** (or any other criteria displayed in the box) to specify the criteria for the filter. 9. Select values from the list. The filter box at the bottom of the dialog is updated with the selected values. You can also enter values manually. 10. **Use ranges:** Deselect this option to show all values in a range. 11. **Include blank:** Select this option to also include data where no value exists **(NULL)**. 12. Click **Use value**. The filter is added to the list. 13. Repeat steps 6-13 to add more filters. Example: Use the \"Where Module **In** \*\" filter to give access to all data, and then add a \"**Where not** *dimension* **In** *dimension name*\" to exclude one or more dimensions. 14. Click **OK** when you are done. The user will get a  **Limited** access indication under the **Access** column. ### Remove data access filter In the **Set Access Filters** dialog box, click **X Remove filter**.  /onestopreporting/help/management/users/delete-users page 2026-01-16T14:27:01+01:00 # Delete user(s) ## Delete users 1. Click **Administration**. 2. (If applicable) Click on top, group, or client level. 3. Go to the **Users** tab. 4. Select user(s). 5. Click the button with **three dots ...** on the top right corner of the screen \> **Delete users**. 6. In the **Delete user** dialog, enter the name of the user or the first user in the list to confirm the deletion. **NOTE:** You will get a warning if any of the users you are trying to delete have content, and they will not be deleted. 7. Click **Delete**. The user(s) is removed from all clients and groups. > [!IMPORTANT] > If a user has content, he or she will not be deleted. You can, however, [move their content to another user](./../change-ownership-of-content/move-conent-to-another-user). /onestopreporting/help/management/users/search-for-and-filter-users page 2026-01-16T14:27:01+01:00 # Search for and filter users ## Search and filter users The **Users** tab displays a list of all users who have access to the client, group, or customer you are in. You can use the **Search** field in the list to search for all users, in all clients and groups. If you have many users in the list, it may be convenient to use the filter to select the users. To filter users; 1. 1. Click  **Filter** to open the **Filter users** dialog box. You can filter on: - Name or email - User level - Administrator 2\. Click **Apply**. > [!NOTE] > If a filter is applied, you will see a yellow icon adjacent to the **Filter** button, indicating the total number of filters in effect. Click *Clear filter* to remove the filter.