Users are persons with online access to your XLReporting account. Each user has his or her own login and personal dashboard(s).
You can create a user in two ways:
Either way, the rest of the process is the same, and you can enter the email address and name for your new user and define the other settings:
The user's email is also their login for XLReporting. User activation, password reset, and system notifications all require the user to have a valid email address.
This page also shows all recent activity of this user.
You can define the settings for the user via these fields:
You can retrieve data from -and import data into- data sets through the XLReporting API. For example, you can send data directly from another system or database into XLReporting without having to go through the web pages. Or you could retrieve data from XLReporting directly into another system or into an Excel workbook.
You need to provide an API token with all requests. Tokens are assigned to individual users, and you can request a token for a user by activating the API access field:
API tokens are valid for 360 days, and they can be revoked or renewed at any point in time.
When defining a user, you can use the Save and Actions buttons in the right-top of the screen:
These buttons enable you to do the following:
When you create a new user, XLReporting will send that person an email with an invite link. Users can click on that link to activate their login and enter their initial password.
If a user has not received this email (or it has gone astray in his or her inbox), you can resend that email by clicking on Actions - Send email invite.
You can not set or change the password for another user, users can only change their own password. If users have forgotten their password, they can ask for a password reset by clicking on the Lost your password? link in the Login screen:
XLReporting will send that person an email with a temporary reset link, where the user can enter a new password.
You can also send a user the same email by clicking on Actions - Send password reset.