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Caplena supports two user types to suit different collaboration needs.

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Core Users

Core users have full platform access depending on their assigned role. Use this for team members who are actively working on data, projects, and analysis. Core users can:
  • View, create, and edit projects and reports
  • Tag, filter, and analyze data
  • Use and manage integrations (e.g., Qualtrics)
  • Set up alerts, manage teams, and configure permissions
Assign Core roles (e.g., Analyst, Project Manager, Administrator) to anyone who needs hands-on access in Caplena.

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Reporting-Only Users

Reporting-only users have view-only access to reports shared with them. Ideal for external stakeholders or internal teams who just need visibility into results. Reporting-only users cannot:
  • Access or edit any projects
  • Create or modify reports
  • Interact with alerts, integrations, or reports beyond view access
Best for clients, executives, or non-technical users who only need to monitor live reports.

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How to add users

1

Go to Team

Go to Account → Team.
2

Click Invite

Click the Invite button in the top-right corner.
3

Choose invite type

Choose between Single user or Multiple Reporting-Only users.
4

Enter details

Enter the user’s email address and assign a role (for Core users).
5

Confirm

Click Invite or Bulk Invite to confirm.
Last modified on May 30, 2026