> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caplena.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Types in Caplena: Core vs. Reporting-Only

> Understand the difference between Core and Reporting-Only users.

Caplena supports two user types to suit different collaboration needs.

## 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

<Tip>
  Assign Core roles (e.g., Analyst, Project Manager, Administrator) to anyone who needs hands-on access in Caplena.
</Tip>

## 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

<Tip>
  Best for clients, executives, or non-technical users who only need to monitor live reports.
</Tip>

## How to add users

<iframe src="https://www.loom.com/embed/9c8332869bea4eca93aa243fae3f1686" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

<Steps>
  <Step title="Go to Team">
    Go to **Account → Team**.
  </Step>

  <Step title="Click Invite">
    Click the **Invite** button in the top-right corner.
  </Step>

  <Step title="Choose invite type">
    Choose between **Single user** or **Multiple Reporting-Only users**.
  </Step>

  <Step title="Enter details">
    Enter the user's email address and assign a role (for Core users).
  </Step>

  <Step title="Confirm">
    Click **Invite** or **Bulk Invite** to confirm.
  </Step>
</Steps>