Adding Users

How to add users to your Juicebox workspace.

There are several ways to add users to your workspace, depending on the role you want to assign and your own permissions.

Adding a user from the People page

Admins and Owners can add a user with any role directly from the People page.

1. From the People page, click the Add User button.

1. In the Add a user dialog, enter the user's email address, first name, and last name.

2. Select the appropriate Role from the dropdown (Viewer, Editor, Admin, or Owner).

3. If the role is Viewer, choose which reports the user can access: All Reports or Customized. If you select Customized, check the specific reports the user should be able to see.

4. Optionally, expand Data Permissions to set data permission filters for the user. See Limiting what data users can see for details.

1. Click Save to add the user, or Save and Send Email to add the user and send them an email notification.

Adding an editor from the app editor

Editors, Admins, and Owners can invite new Editors from within the app editor. Click the Add Editor button in the toolbar at the top of the editor, then choose to create an invite link or send an invitation via email.

The invite link is one-time use. When the person clicks the link, they will be asked to create a Juicebox account (if they don't already have one) and sign in. After signing in, they will be an Editor in your workspace.

Adding viewers to a report

To invite viewers to a specific report shared as "Sign-in required", open the report in the editor, click the Sharing button, and copy the invite link from the Publish & Share dialog.

Anyone who clicks the invite link and signs in becomes a Viewer with access to that report. Use Copy Invite Link to copy just the URL, or Copy Invite to copy a message with the link included.

For reports with "Public link" access, anyone with the link can view the report — no sign-in required.

Setting up a password for API access

The Juicebox API requires an Admin account with password-based login. By default, Juicebox accounts use passwordless sign-in (email code, Google, or LinkedIn). To set up a password:

1. Add a new user with the Admin role from the People page (or have an existing Admin or Owner change a user's role to Admin).

2. The Admin signs in to the workspace using email code sign-in.

3. Once signed in, click the gear icon in the top-right corner of the workspace, then click on your name to open your user profile.

4. Click Set Password to set a password.

Once a password is set, the Admin can use their email and password to authenticate with the Juicebox API.