6 minute readApplies to: v4

How to manage Named Users

What is a Named User?

While any Azure AD user can log on to SquaredUp, the number of users is restricted by the number of licences (Named Users) you have purchased from SquaredUp.

Named User licences are, by default, allocated automatically on a 'first come, first served' basis when new users log on to SquaredUp. Each unique domain\username logon identifier requires its own Named User licence in the list of Licensed users. For example, if you have purchased 50 licences, the first 50 users to log on will get automatically entered as Licensed users and will consume licences accordingly. Any users can view Open Access dashboards.

SquaredUp adheres to Azure AD Role-Based Access Control (RBAC), meaning that any Azure AD user can log on to SquaredUp and RBAC will be applied. In addition to RBAC access to dashboards can also be controlled using Team Folders.

Named Users can be managed in SquaredUp from the right-hand menu ☰ > system > named users as described below.

As per our End User Licence Agreement, SquaredUp is designed to have a static allocation of a Named User licence to an individual user. The ability to manage Named Users is designed to allow you to; (i) ensure your licences are correctly allocated in the first instance (ii) re-allocate a licence in the event that it is inappropriately assigned (for example, if a user leaves your organisation).

How to manage Named Users

SquaredUp administrators can manage Named Users in SquaredUp from the right-hand menu ☰ > system > named users.

Named Users

The list of Licensed users shows users who are have been allocated a Named User licence. This section also shows you how many Named Users are available with your licence and how many have been used. If you are not seeing the full number of Named Users you have purchased with your SquaredUp licence please see the Troubleshooting section below.

By default Automatic license allocation is set to on meaning that Named User licences are allocated automatically on a 'first come, first served' basis when new users log on to SquaredUp.

You can switch Automatic license allocation to off if you do not want licences to be allocated to any Azure AD user as they log in to SquaredUp. You can then remove particular usernames from the list and add other usernames to pre-populate or 'whitelist' who is allowed log on.

If no licences are available, new users will be unable to log on to SquaredUp, and will receive the message No license available.

If you need more users on your licence, please contact our sales team at sales@squaredup.com.

Blocking users from logging on to SquaredUp

To stop particular users from logging on to SquaredUp add the username to the list of Blocked Users. You can do this either by clicking block next to their name in the list of Licensed users or adding the username to the list of Blocked users.

If one of these users tries to log on, they will see the message No license available and they will not consume one of your Named User licences.

These users will still be able to view any Open Access dashboards, as these are unauthenticated.

User permissions

By default any user logging into SquaredUp has access to view dashboards, but only SquaredUp administrators can create dashboards and perform other administrative tasks.

Team Folders enable you to deliver dashboards and delegate control to different teams within your organisation. You can customise which users see which dashboards, and choose to delegate authoring permissions to different users. See Team Folders.

Troubleshooting Named Users

How can I view the list of SquaredUp Named Users

You can view the list of Named Users from the right-hand menu ☰ > system > named users. There is no way to get a list Named Users outside of this SquaredUp interface.

Can the same user access SquaredUp from more than one device?

A user can roam across devices, but cannot connect from more than one device simultaneously. A user can have SquaredUp open in several browser tabs on the same device at the same time, but cannot access SquaredUp from multiple different browsers at the same time.

I've purchased a licence expansion to increase the number of Named Users, why am I not seeing the increased number in SquaredUp?

If you have recently purchased more Named Users you will need to reactivate your licence in order for SquaredUp to show the newly increased number of Named Users. See How to reactivate your licence.

Why have I only got 3 Named Users listed when I'm licensed for many more?

The Test licence allows 3 Named Users. If you have accidentally used a Test licence on your Production SquaredUp server it will only show 3 Named Users. In your production environment you should use your Primary licence to see the full number of Named Users you have purchased.

A user is unable to log on

If a user is unable to log on, for example seeing one of the following messages, see Troubleshooting users being unable to log on.

No license available

Your session has expired

Need admin approval

Non-administrator users get HTTP Error 500 when clicking the create dashboard + on the Getting Started page

HTTP Error 500 (Dynamic) dashboard/createwithredirect : SquaredUp.Interfaces.Publishing.Exceptions.SaveException "Failed to create dashboard"

By default, only SquaredUp administrators are able to create dashboards in SquaredUp. SquaredUp administrators can configure Team Folders to allow different teams, or users, to create and customise their own dashboards within a Team Folder. See Team Folders.

The Getting Started page is designed to help SquaredUp administrators get started using SquaredUp, and we would recommend you replace this with your own home page. See How to change the SquaredUp home page (start page).

There are no licenses available, or the license for this user is in use elsewhere

A user can roam across devices, but cannot connect from more than one device simultaneously. A user can have SquaredUp open in several browser tabs on the same device at the same time, but cannot access SquaredUp from multiple different browsers at the same time.

Support

If you need further assistance please contact SquaredUp Support and reply to the automatic response with the output of the SquaredUp Diagnostics and a screenshot of the problem.

Troubleshooting users being unable to log on

SquaredUp Users

Team Folders

How to edit the navigation bar

How to reactivate your licence

Squared Up Ltd. (c) 2020Report an issue with this article