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Documentation Index

Fetch the complete documentation index at: https://docs.ocular.dev/llms.txt

Use this file to discover all available pages before exploring further.

This page covers the administrative surface of Ocular — adding teammates, controlling what they can see, and configuring display preferences. Most of these settings live under Settings in the left navigation.

Users

Invite teammates, assign roles, suspend, or remove.

Groups

Scope access by team, project, or channel.

Display preferences

Number format, currency, fiscal calendar, time zone.

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Users [#users]

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Invite a user

Open Users & Groups

Go to Settings → Users & Groups.

Click Invite User

Click the Invite User button.

Fill in details

Enter the email address, assign a role, and optionally add the user to one or more groups.

Send the invite

The user receives an email and creates their account by setting a password.

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Roles

Roles control what a user can do across the workspace. The same role applies everywhere the user has access — group membership is what scopes where the role applies.

Viewer

Can view: dashboards and reports they have access to.Cannot edit or administer.

Analyst

Can view: everything Viewer can.Can edit: saved charts, dashboards (own and shared), Chart Builder, configuration sheet.

Admin

Can view + edit: everything Analyst can, plus data sources, channel mapping, COGS, targets, fees.Can administer: users, groups, billing.

Owner

Can do everything Admin can, plus brand deletion and ownership transfer.
Principle of least privilege: Most teammates should be Viewer or Analyst. Limit Admin to one or two people per brand, and Owner to a single person who is accountable for the workspace.

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Edit, suspend, or remove a user

Settings → Users & Groups → click the user → update role or groups → Save.
Settings → Users & Groups → click the user → Suspend. Their access is revoked but their saved charts, comments, and history are preserved. You can reactivate later.
Settings → Users & Groups → click the user → Remove. Their saved charts and dashboards remain (orphaned to the workspace), but their account is deleted and they receive a notification.

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Groups [#groups]

Groups streamline access control by letting you assign permissions to many users at once. Instead of granting access source-by-source to each new hire, you put them into the right group and they inherit the group’s access.

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Create a group

Open the Groups tab

Go to Settings → Users & Groups → Groups tab.

Click Create Group

Click the Create Group button.

Name and describe it

Enter a name (mandatory) and a description.

Configure access

Choose which brands, which data sources, which dashboards.

Add users

Add teammates to the group.

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Why use groups

Onboarding new hires

Drop them into “Marketing Team” and they immediately have the right access.

Cross-functional projects

Create a group for the project, scope its access, dissolve when done.

Channel-specific teams

Scope a group to a particular channel (e.g. quick commerce vs. DTC).

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Common group patterns

Leadership

Access: All brands, all dashboards, P&LRole: Viewer

Marketing team

Access: Marketing report, Ad & Campaign Performance, Creative Deep DiveRole: Analyst

Data team

Access: Everything, plus Chart Builder write accessRole: Admin

Agency / external

Access: Specific dashboards only, no raw data exportRole: Viewer

Finance

Access: P&L, Sales Performance, CohortsRole: Viewer or Analyst

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Brand and display preferences [#display-preferences]

Per-brand display settings live in Settings → Display Preferences.

Number format

Lakhs/crores vs. millions/billions.Default: Lakhs/crores (India).

Currency

The currency shown in all financial views.Default: Brand’s primary market currency.

Financial year start month

Aligns YTD/quarterly/annual rollups to your fiscal calendar.Default: April (India).

Time zone

The time zone shown in charts (data is always stored in UTC).Default: Brand’s primary market timezone.

Week start

Sunday or Monday.Default: Monday.

Date format

DD-MM-YYYY, MM-DD-YYYY, YYYY-MM-DD.Default: Locale-based.
See Salient features for more detail on lakhs/crores formatting, financial year, and UTC standardization.

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Workspace export

You can export your Ocular data and configuration at any time.

Data exports

Every report, dashboard, and Chart Builder view supports a CSV export from its three-dot menu.

Configuration exports

Settings → Workspace → Export Configuration — full JSON of channel mapping, COGS, targets, custom costs, dashboards, saved charts. Re-importable into a fresh brand.
Your source data always remains in the source systems you connected. Ocular reads from them; it is not the system of record for your orders, customers, or ad spend. Disconnecting Ocular does not affect anything in Shopify, Meta, Blinkit, or any other connected source.

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Where to go next

Working with the Ocular team

If you hit a permissions edge case this page does not cover.

Implementation checklist

Sequencing for new workspace rollouts.

Connect Your Data

Once users and permissions are set, get the connectors running.