Managing Users & User Roles
This guide covers everything you need to know about users in Watching That — including how to invite new team members and what each user role can do.
Inviting New Users
You can add new users to your organisation directly from within Watching That. We recommend setting users up yourself using the steps below, but if you'd prefer, you can also send a list of users to your dedicated Customer Success Manager and they'll get them set up for you.
Steps to Invite a New User
Navigate to Account in the left navigation rail.
Click on Organisation Settings
Then on the Organisation page, click on ‘My Team’
From there, you’ll see an + Invite Team Member button appear in the top right hand corner. Click on this button
A box will open asking you to input the users First name, Last name and email address. Once you’ve input those details click ‘invite’
Once your team member is invited, you can click on the pen icon in the Actions column. To assign them either a manager or member role
Tip: Not sure which role to assign? See the breakdown below.
User Roles
Watching That offers two user roles: Manager and Member. The role assigned to a user determines what they can view, create, and edit across the platform.
Feature | Manager | Member |
|---|---|---|
Reports | Create and edit their own reports | Create and edit their own reports |
Explorations (Analysis) | Create, edit, copy/duplicate, and delete explorations created by any user in the organisation | Create their own explorations; view and copy explorations created by other users |
Anomaly Monitors | Create, edit, duplicate, and delete monitors created by any user in the organisation | Create, edit, duplicate, and delete monitors created by any user in the organisation |
Validation Monitors | Create new monitors, edit existing monitors, clear flagged items, disable, and delete monitors created by anyone in the organisation | Create new monitors and duplicate existing monitors — cannot edit others' monitors, clear flagged items, disable, or delete |
Note on Reports: Reports are specific to the individual user — they cannot be edited by other users regardless of role.
Tip: You can update a user's role at any time from the My Team settings page.
Need Help?
If you have any questions about user roles or need assistance managing your team, reach out to your dedicated Customer Success Manager.