Users

The Users section of the admin settings lets admins view and manage all users in your Cluvio organization.

Roles

Every user in a Cluvio organization has one of the following roles:

• Admin: Full access to all Cluvio features, including billing and user management. Admins count toward the Admin / Analyst slot limit.
• Analyst: Can manage datasources, create and edit dashboards and reports, and can view all dashboards shared with them or their draft dashboards. Analysts have no access to admin settings. Analysts count toward the Admin / Analyst slot limit.
• Viewer: Read-only access to dashboards that have been shared with them. Viewers cannot create dashboards or reports and have no access to the organization settings. Viewer slots are unlimited on all paid plans.

Slot Limits

The number of Admin and Analyst seats is limited by your subscription plan. Viewer seats are not limited. The current slot usage is shown when inviting a user or changing a user's role. Contact support if you need to increase your slot allowance.

Users List

The users list shows all users in the organization.

Tabs

Users are organized into three tabs:

• Active: Active users in the organization. The Last Active column shows when each user last used Cluvio.
• Inactive: Users who have been deactivated and the date the user account was deactivated (only shown when there are some deactivated users).
• Pending: Users who have been invited but have not yet accepted their invitations, along with the time each invitation was sent (only shown when there are some pending invitations).

Search and Filter

• Search: Type in the search box to filter users by name or email address.
• Group filter: On the Business plan, a drop-down lets you filter the user list to show only members of a specific user group.

Sorting

Click any column header to sort. Clicking again toggles between ascending and descending order. Available sort columns vary by tab:

• User — sort by name / email
• Groups — sort by number of group memberships (Business plan only)
• Last Active / Deactivated / Invited — sort by the relevant date
• 2FA — sort by two-factor authentication status (Active tab only)
• Role — sort by role

Row Actions

Each user row has an actions menu (three-dot icon). Available actions depend on the user's status:

Active and Inactive users:

• Open Details — opens the user card
• Deactivate / Activate — deactivates or reactivates the user (not available for your own account)
• Remove 2FA — removes two-factor authentication (only shown when 2FA is enabled)

Pending invitations:

• Resend Invitation — sends a new invitation email to the user
• Delete Invitation — permanently removes the pending invitation
• Open Details — opens the user card

User Card

Clicking a user's name or selecting Open Details from the actions menu opens the user card — a detailed view of that user.

The user card header shows:

• Avatar (from Gravatar, when the user has a photo uploaded for their email)
• Name and email
• Status badge: Active, Pending, Invitation Expired, or Inactive
• Role badge: Admin, Analyst, or Viewer
• 2FA badge: shown when two-factor authentication is enabled

Actions

For active users (other than your own account), the card header shows:

• Deactivate User — opens a confirmation modal before deactivating
• Change Role — opens the change role dialog

For inactive users:

• Reactivate User — opens the reactivation modal

For pending invitations, a Change Role button is shown to update the role before the user accepts.

Activity Section

The Activity section shows a timeline of key events for the user:

• Last Active — when the user last performed any action in Cluvio
• Invited — when the invitation was sent, by whom (linking to their user card if invited by another user, or showing the API key name if invited via the API), and whether it has expired. For pending invitations, Resend Invitation and Delete Invitation links appear here.
• Invitation Accepted — when the user accepted their invitation
• Deactivated — when the user was deactivated and by whom (for inactive users)

User Groups Section

Business Plan

The User Groups section is only available on the Business plan.

The User Groups section lists all custom user groups the user belongs to. Built-in groups (All Users, All Analysts) are not shown here since all eligible users are automatically members.

For each group, the member count is shown. To remove the user from a group, open the row's actions menu and select Remove User from this Group.

To add the user to a group, use the search drop-down below the table to select one or more groups. Selected groups appear in a pending list before being confirmed with Save.

Accessible Dashboards Section

The Accessible Dashboards section lists every published dashboard the user can currently open, along with the reason they have access.

Columns:

• Dashboard Name — links to the dashboard card in admin view
• Access via User Groups / Shared with — shows which user group grants access, or Owner if the user owns the dashboard, or Admin permission if the user is an admin and the dashboard is not publicly shared (Business plan shows group names; Pro plan shows the share mode label)
• Last Opened — when this user last opened the dashboard

The table supports search (by dashboard name or description) and sorting by any column. When there are more than 10 dashboards, pagination controls appear.

Draft Dashboards Section

For Admins and Analysts, a Draft Dashboards section appears below the accessible dashboards, listing dashboards that the user owns but has not yet published.

Columns:

• Dashboard Name — links to the dashboard card in admin view
• Last Updated — when the dashboard was last edited
• Last Opened — when this user last opened the dashboard

Inviting Users

To invite a new user, select Invite User from the top-right of the users list.

Provide the following:

• Email address — must be in a domain registered with your Cluvio organization. The only initially registered domain is the domain of the email address used to sign up for Cluvio. For example, if the organization was created by bob@mybusiness.com, only @mybusiness.com addresses can be invited.
• Role — select Admin, Analyst, or Viewer. The current Admin / Analyst slot usage is shown to help you determine availability.
• User Groups (Business plan only) — optionally pre-assign the user to one or more user groups so they have dashboard access as soon as they accept.

Additional Email Domains

You can request additional domains to be added to your Cluvio organization if you are on the Business or Enterprise plan, or if you are on the Pro plan and the additional domain(s) belong to your organization. Contact support@cluvio.com.

Pending Invitations

Invitations appear in the Pending tab until the user accepts. Invitations expire after 14 days. An expired invitation is indicated by an Invitation Expired badge on the user card.

From the pending user's row actions menu or from within the user card, you can:

• Resend Invitation — sends a fresh invitation email and resets the 14-day expiry window.
• Delete Invitation — permanently removes the invitation. The user slot is freed immediately.

Deactivating Users

To deactivate an active user, select Deactivate User from their user card or select Deactivate from their row actions menu on the users list.

A confirmation modal is shown before the deactivation proceeds. Deactivating a user:

• Immediately revokes their access to Cluvio.
• Frees up an Admin / Analyst slot if the user was an Admin or Analyst.
• Retains the user's data (dashboards, reports) so it can be reassigned or reviewed.
• Moves the user to the Inactive tab.

note

You cannot deactivate your own account.

Reactivating Users

Inactive users can be reactivated. Select Activate from their row actions menu on the Inactive tab, or open the user card and select Reactivate User.

The reactivation modal lets you configure:

• Role — choose Admin, Analyst, or Viewer. The sidebar shows current slot usage. If no Admin / Analyst slots are available, those roles are disabled.
• User Groups (Business plan only) — checkboxes pre-populated with the groups the user belonged to before being deactivated. Adjust as needed before confirming.

After reactivation the user can log in immediately with their existing password.

Change Role

To change an active user's role, open their user card and select Change Role, or select Change Role from the invite form for a pending user.

The role selector shows the three roles with a brief description of each. When selecting Admin or Analyst, the current slot usage is displayed. If no slots are available, those roles cannot be selected.

Two-Factor Authentication

The 2FA column on the Active tab shows a checkmark for each user who has two-factor authentication enabled. The user card header also shows a 2FA Enabled badge.

Administrators can remove two-factor authentication from any user's account, for example to assist with account recovery. Select Remove 2FA from the user's row actions menu. You will be prompted to enter your own password to confirm.

caution

Two-factor authentication should only be removed upon request of a user and only after verifying the authenticity of the request, to protect against social engineering. After removal, advise the user to reconfigure two-factor authentication after their next login.