Adding a User to the LightBeam Dashboard

This article is a tutorial on adding a user to the LightBeam dashboard. Follow these simple steps to effortlessly add a new user to your dashboard.

Prerequisite: SMTP configuration on LightBeam.

Step 1: Accessing the LightBeam Website

• Open your preferred web browser and log in to the LightBeam dashboard using your admin credentials.

• Once you log in, you will see this page, known as the Dashboard.

Step 2: Navigating to the Settings

• On the Dashboard screen, look to the top right corner of the page, next to the "Admin" label.

• Click on the Settings (⚙️) icon, shaped like a gear (encircled in red).

Step 3: Access LightBeam User Management

• After clicking the Settings icon, you will be redirected to the Settings page.

• On this page, locate the arrow below the LightBeam logo (encircled in red) on the top left corner.

• Click on this arrow to open the sidebar menu.

• From the sidebar menu, select User Management (indicated by an arrow).

Step 4: Invite a New User

• You will now be on the User Management page, which displays all the existing users on the dashboard.

• On the right side of the page, click on the Invite New User button (as indicated by an arrow), highlighted in blue.

• You will then be redirected to a form, wherein you need to fill in the required details for the new user, such as their full name and email address, and give them a temporary password.

• You are also required to assign the new user a role. Depending on your requirements, you can assign them the role of -

  • Admin - The user will get all the privileges, and full access to the dashboard

  • Alert Owner - The user gets complete access to alerts assigned to them or to alerts on objects owned by them

  • Data Privacy Officer - The user with this role gets complete access to privacy ops

• Datasource Owner - The user will get access to all data sources

• View Only - The user gets restricted privileges

• Collaborator - The user will get access to collaborate with Privacy Officers for compliance processes.

• Clicking on a role leads to a dropdown menu wherein you can select or deselect your preferences for the role assigned to the user such as “Send Notification”, “Annotations”, etc.

• Once you have selected the role you wish to assign the new user, click on the “Send Invite” button (as indicated by the arrow) at the bottom of the page to invite the new user to your LightBeam dashboard.

• After sending the invitation, the new user will receive an email. Once they accept the invite and set a new password, they can log in to the LightBeam application.

By following these 4 simple steps, you can easily add new users to your LightBeam dashboard. If you encounter any issues, refer to the LightBeam support documentation or contact their support team for assistance.