In this article:
Create | Settings | Properties | Actions | Invite | Password | Review | Security

Manage your users

Users are persons with access to your XLReporting tenant. Each user has his or her own login and personal dashboard(s).

You can also watch the tutorial video.

Create users

You can create a user in two ways (watch the tutorial video):

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:

screenshot account users

The user's email is also the 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:

✭ Notes:


Properties enable you to define optional settings, either just by name or as a "name=value". You can lookup these settings with the USER() function in your imports, reports, and models. This function returns true or false if the given setting exists in the user, or its value if you used "name=value". See the USER function for more details.

Please note that properties are case-sensitive. It is best to avoid using spaces, as well as the following reserved names of user fields: "name", "email", "login", "roles", "permits", "group", "ip", "browser", "language", "platform", or "signon".


When defining a user, you can use the Save and Actions buttons in the right-top of the screen:

screenshot account users actions

These buttons enable you to do the following:

Email invite

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.

Reset password

You can not set or change the password for another user, users can only change their own password. You can send a user a password-reset email by clicking on Actions - Send password reset.

If users have forgotten their password, they can also initate a password themselves reset by clicking on the Lost your password? link in the Login screen:

screenshot user login forgotten password

XLReporting will send an email with a temporary reset link, which enables to user to enter a new password.

✭ Notes:

Review all users

Click on Actions - Review all users to review the user roles and permissions that each user has been assigned:

You can also watch the tutorial video.

screenshot manage users roles review


To ensure your information is optimally protected, XLReporting enforces a number of security measures:

Recommended reading:
Back to top | Profile | Groups | User roles | Videos

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