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.

Note on SCIM: If you’re on our Enterprise plan and you have SCIM provisioning configured, user creation is managed by your SCIM provider.

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.

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.

Note on SCIM: If you’re on our Enterprise plan and you have SCIM provisioning configured, user creation is managed by your SCIM provider.

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.