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Inviting users

To invite users from your organization to your account, you can either:

1. Go to our User management page by navigating to it from the left hand menu and clicking on Users
2. Sharing a Fabi.ai link with them and letting them self-provisioning with their corporate email address

Note that if they create their account on their own, if you’re a Fabi.ai paying customer, new users will be defaulted to Viewers. You can change their role once they’ve onboarded. Alternatively, if you invite a user through the Fabi.ai interface, you can specify their role before they log in.

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Changing user roles

A user can be in one of three roles:

1. Admin: Admins have complete Fabi.ai access. They can build and publish reports and workflows and manage users, billing and other organization-wide configurations.
2. Builder: Builders can create, publish and schedule Smart Reports and workflows. Great for data analysts, data scientists, data engineer, product managers and anyone else who regularly builds reports.
3. Viewer: Viewers cannot create new Smartbooks or workflows. This role is great for users who only need to view published reports and workflows.