The User Management module is where Org Admins create and manage user accounts and control what each user can access within Performance Analytics. Access it at ⚙️ Settings > User Management.
Permission Levels
Each user account can be configured with access to any combination of the following:
Benchmark Basic Charts — view Dashboard and Executive Metrics reports
Benchmark Advanced Charts — view all Benchmark reports including Operating Results and Financial Health
Benchmark Data Inputs — enter and submit Benchmark data
Compensation — view Compensation reports and enter Compensation data
Organization Admin — full access to all Settings modules
Creating a New User
Navigate to ⚙️ Settings > User Management
Click Create User
Enter the user's name and email address
Select their permission levels
Click Save — the user will receive an invitation email
Editing or Deactivating a User
Click the Edit button next to any user to update their permissions or contact information. To deactivate a user, uncheck the Active toggle in their account. Inactive users cannot log in but their account history is preserved. Use the "Show inactive users" toggle on the main screen to view deactivated accounts.