Creating a User Account

Setting up user accounts ensures that the right stakeholders have appropriate access to data, insights, and tools within the platform. The process is designed to be flexible, allowing administrators to manage users, assign permissions, and define access levels across multiple brands and data groups.

Admin Role & User Allocation

• When a client account is created, an admin user is issued to the main contact. The user will be assigned admimistrative access to all brands within the client account.
• A predefined number of user slots are allocated to the account based on the initial request.
• The admin is responsible for creating new users and assigning roles and permissions accordingly.
• The admin can disable users, manage data groups, and oversee user access independently.

User Access & Permissions

Brand-Level Access

• Access to data can be granted on a per-brand basis.
• If a customer manages multiple brands, one or multiple brands can be assigned to each user.

Data Group Customisation

• Data groups define the level of access within a brand.
• Custom data groups can be created during the integration phase.
• Once configured, these groups will be visible to the admin within the BetIntel.ai UI and can be assigned to users.
• Users may be assigned one or multiple data groups, depending on their role.

Functional Access Controls

• Users can be granted individual access to different platform functionalities, including:
  • Viewing or creating workspaces
  • Generating insights and reports
  • Managing endpoints
  • Configuring publishers for automated data distribution

User Account Inheritance

User account management follows a structured inheritance model, ensuring that permissions and access levels are properly maintained when creating new accounts.

• Users with sufficient permissions can create and manage new user accounts.
• However, they can only view and manage the users they create unless they are administrators.
• Administrators have full visibility and control over all user accounts within the platform.

Permission Inheritance and Restrictions

• Non-administrator users who have the privilege to create accounts can only assign permissions they themselves have.
• If a user has restricted access to specific user groups, brands, or UI privileges, they can only create new users with equal or lower permissions.
• They cannot grant higher access levels than what they currently possess.
• This ensures that permissions remain controlled and consistent within the system.

‼️ The ability to create user accounts is subject to the privileges granted by an administrator.

Step-by-Step Guide to Creating a User Account

1. Access the User Management Section

   • Navigate to the Users section from the side menu (bottom right). This option is only visible to administrators or users with sufficient privileges.

2. Create a New User

   • Click the + icon in the top-left corner.

   • Enter the user's email address.

3. Assign Brand Access

   • Select the brand(s) the user should have access to.

   • Assign a default brand for the user.

4. Save the User Account

   • Toggle the Active switch, and click Save to create the account.

5. Assign Permissions

   • Click on the Permissions button.

   • Select the data groups the user should have access to. By default, all users have access to the Basic data group. 

   • Assign the appropriate UI access level.

   • Click Save to apply changes.

⚠️ Some permissions require additional permissions to function correctly. For example, selecting "Write Query" Insights permissions also requires "View" permissions. The system automatically applies these dependencies to ensure compliance with permission rules.

By following these steps, administrators and authorised users can efficiently manage user accounts, ensuring proper access control.

ℹ️ For further information on User Data Groups visit here.