To start managing users, first go to the Metabase Admin section by clicking on the dropdown menu in the top right of Metabase and selecting Admin.
Select People from the menu bar at the top of the screen to see a list of all the user accounts in your organization.
To add a new user account, click Add person in the upper right corner. You’ll be prompted to enter their name and email address.
If you’ve already configured Metabase to use email, Metabase will send the new user an invite email. Otherwise, it’ll give you a temporary password that you’ll have to send to the person you’re inviting by hand.
To deactivate a user’s account, click on the three dots icon on the right of a user’s row and select Deactivate from the dropdown. Deactivating an account will mark it as inactive and prevent the user from logging in - but it won’t delete that user’s saved questions or dashboards.
To reactivate a deactivated user, click on the Deactivated tab at the top of the list of your users to see the list of inactive users. Click on the icon on the far right to reactivate that user, allowing them to log in to Metabase again.
You can edit a user’s name and email address by clicking the three dots icon and choosing Edit Details. Note: be careful when changing a user’s email address, because this will change the address they’ll use to log in to Metabase.
A user can always reset their password using the forgot password link on the login screen, but if you want to do this for them, just click the three dots icon and choose Reset Password. If you haven’t configured your email settings yet, you’ll be given a temporary password that you’ll have to share with that user. Otherwise, they’ll receive a password reset email.
Right now, the only special role a user can have is Admin. The only difference is that Admins can access the Admin Panel and make changes there, and can set permissions on collections.
To make a user an admin, click on the Groups dropdown and click the check mark next to the Administrators group.
Adding users to groups allow you to assign data access and collection permissions to them. The next two articles in this guide will teach you how to set those permissions, but to add users to one or more groups, just click the Groups dropdown and click the checkboxes next to the group(s) you want to add the user to.
Check out this article for more on creating and managing user groups.
Find out how to create user groups and define what data they can access in the next section.