Removing or Disabling a Brightmetrics User


Required Permissions Level: Company Administrator

When removing a user from your account, it's important to know that any schedules set up by the user, as well as dashboards and/or reports that they are the only user with access to, will also be deleted from the account.  By transferring ownership of the items owned by the user, you can keep the schedules, dashboards, and reports as they are, without interruption.  Below we'll walk you through the process of checking for these things prior to removing a user.


Step 1: Disabling the User
By disabling the user, you're preventing them from logging into the account.  Their reports and dashboards will still be available to other users with access, but any schedules they have set up will be suspended while they are disabled.  
To disable the user, follow the steps outlined below:

Step 1: From the Sidebar Menu, select Administrator Tools

Step 2: By default, you will be on the active users part of the Users page when you arrive 

Step 3: Click on the 3 dots menu and choose Disable to the far right of a user's email address

Step 4: Select Save Changes at the bottom of the user list

Step 2: Taking ownership of scheduled entries
Now that the user is disabled, we'll check to see if there are any scheduled entries that you need to take ownership of in order for the dashboards or reports to be emailed. 

Step 1: On the Users page, select Schedules on the top and then adjust the drop-down to view by user  


Step 2: Look for the user's email address in the left column or use the search box.  If you don't see their email address listed, then they don't have any schedules that need to be addressed and you can skip steps 3 and 4 here, and move on to "Taking Ownership of Dashboards" below.

Step 3: Click the first icon in the far right column to transfer ownership of the schedule from this user to yourself


Step 4: Click Confirm in the popup and the scheduled entry is now under your login and will continue to be generated as expected  

*Note: You will need to repeat steps 3 and 4 above for each scheduled entry the user has listed.*
Step 3: Taking ownership of Dashboards
Next, we look to see if the user has access to any dashboards either 
a) not shared with others, or 
b) is the only Admin user on

Step 1: On the Admin Tools page, select Dashboards and then from the drop-down view by User

Step 2: Find the Dashboard you would like to change permission on and click the name if it 

Step 3: Change permission using toggles and press okay

Step 4: Taking ownership of Reports
Similarly to what we checked with the dashboards, we need to see if the user has reports that aren't shared with others, or if they're the only Admin user on the report

Step 1: After selecting Administrator Tools, select Reports and then View By User in the top drop-down

Step 2: Look for any line items where the user you've disabled is the only user listed, OR  is the only Admin user. If they don't have any listed, you can skip steps 3-6 here and move on to "Removing the User from the Account" below.   



Step 3: Click on the report name 

Step 4: In the popup, appoint another user as an Admin, you may need to adjust the slider to “Show All” users on the account

Step 5: Click Okay to save the changes

Step 6: Repeat steps 3-5 for any reports where the disabled user is the only user or only Admin on the report

Step 5: Removing the User from the Account
Now that we've reassigned dashboards, reports, and schedules, it's safe to remove the user from your account.   

Step 1: Click back on the Users button on top

Step 2: Click the trash can to the right of the user's name

Step 3: Verify any reports or dashboard reminders that pop up when you click Delete User have been taken care of and click Confirm.

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