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Adding and Managing Users

What are users?

Users are people who have been set up to receive Caliper reports for your organization. Depending on their permissions, users may place orders, receive copies of specific reports, use Caliper Analytics, and access other Client Portal functions. 

Adding users

You can add users directly from your portal in order to copy them on specific Caliper reports.  

To add a user from your Caliper Portal:

  1. Select Settings beside your name in the upper right.
  2. Select Users.
  3. Select New User.

    Tip: You can also add a user while placing an order by selecting the New button beside the Primary Contact or Also Notify fields.

  4. Complete all fields for the new user, and select Save.
  5. You should receive a confirmation that the user was created successfully:

Changing user permissions

By default, users you add will have one permission: to be copied by email on any individual reports you specify. To give a user more advanced permissions, such as the ability to access the Client Portal, place orders, or view all reports, please direct a request to your Caliper team or Customer Relations.

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