> ## 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.

# Settings & permissions

> Manage users, groups, roles, and access controls in Ocular — everything an admin needs to onboard, permission, and govern data access across a team.

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.

<CardGroup cols={3}>
  <Card title="Users" icon="user" href="#users">
    Invite teammates, assign roles, suspend, or remove.
  </Card>

  <Card title="Groups" icon="user-group" href="#groups">
    Scope access by team, project, or channel.
  </Card>

  <Card title="Display preferences" icon="sliders" href="#display-preferences">
    Number format, currency, fiscal calendar, time zone.
  </Card>
</CardGroup>

## <Icon icon="user" /> Users \[#users]

### Invite a user

<Steps>
  <Step title="Open Users & Groups" icon="users">
    Go to **Settings → Users & Groups**.
  </Step>

  <Step title="Click Invite User" icon="user-plus">
    Click the **Invite User** button.
  </Step>

  <Step title="Fill in details" icon="envelope">
    Enter the email address, assign a **role**, and optionally add the user to one or more **groups**.
  </Step>

  <Step title="Send the invite" icon="paper-plane">
    The user receives an email and creates their account by setting a password.
  </Step>
</Steps>

### 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.

<CardGroup cols={2}>
  <Card title="Viewer" icon="eye">
    **Can view:** dashboards and reports they have access to.

    **Cannot edit or administer.**
  </Card>

  <Card title="Analyst" icon="user-pen">
    **Can view:** everything Viewer can.

    **Can edit:** saved charts, dashboards (own and shared), Chart Builder, configuration sheet.
  </Card>

  <Card title="Admin" icon="user-shield">
    **Can view + edit:** everything Analyst can, plus data sources, channel mapping, COGS, targets, fees.

    **Can administer:** users, groups, billing.
  </Card>

  <Card title="Owner" icon="crown">
    **Can do everything Admin can**, plus brand deletion and ownership transfer.
  </Card>
</CardGroup>

<Warning>
  **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.
</Warning>

### Edit, suspend, or remove a user

<AccordionGroup>
  <Accordion title="Edit a user's role or group membership" icon="pen">
    Settings → Users & Groups → click the user → update role or groups → Save.
  </Accordion>

  <Accordion title="Suspend a user" icon="user-slash">
    Settings → Users & Groups → click the user → Suspend. Their access is revoked but their saved charts, comments, and history are preserved. You can reactivate later.
  </Accordion>

  <Accordion title="Remove a user permanently" icon="user-xmark">
    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.
  </Accordion>
</AccordionGroup>

## <Icon icon="user-group" /> 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.

### Create a group

<Steps>
  <Step title="Open the Groups tab" icon="users">
    Go to **Settings → Users & Groups → Groups tab**.
  </Step>

  <Step title="Click Create Group" icon="plus">
    Click the **Create Group** button.
  </Step>

  <Step title="Name and describe it" icon="tag">
    Enter a name (mandatory) and a description.
  </Step>

  <Step title="Configure access" icon="lock">
    Choose which brands, which data sources, which dashboards.
  </Step>

  <Step title="Add users" icon="user-plus">
    Add teammates to the group.
  </Step>
</Steps>

### Why use groups

<CardGroup cols={3}>
  <Card title="Onboarding new hires" icon="user-plus">
    Drop them into "Marketing Team" and they immediately have the right access.
  </Card>

  <Card title="Cross-functional projects" icon="users-rectangle">
    Create a group for the project, scope its access, dissolve when done.
  </Card>

  <Card title="Channel-specific teams" icon="object-group">
    Scope a group to a particular channel (e.g. quick commerce vs. DTC).
  </Card>
</CardGroup>

### Common group patterns

<CardGroup cols={2}>
  <Card title="Leadership" icon="crown">
    **Access:** All brands, all dashboards, P\&L

    **Role:** Viewer
  </Card>

  <Card title="Marketing team" icon="bullhorn">
    **Access:** Marketing report, Ad & Campaign Performance, Creative Deep Dive

    **Role:** Analyst
  </Card>

  <Card title="Data team" icon="database">
    **Access:** Everything, plus Chart Builder write access

    **Role:** Admin
  </Card>

  <Card title="Agency / external" icon="user-tie">
    **Access:** Specific dashboards only, no raw data export

    **Role:** Viewer
  </Card>

  <Card title="Finance" icon="indian-rupee-sign">
    **Access:** P\&L, Sales Performance, Cohorts

    **Role:** Viewer or Analyst
  </Card>
</CardGroup>

## <Icon icon="sliders" /> Brand and display preferences \[#display-preferences]

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

<CardGroup cols={2}>
  <Card title="Number format" icon="indian-rupee-sign">
    Lakhs/crores vs. millions/billions.

    **Default:** Lakhs/crores (India).
  </Card>

  <Card title="Currency" icon="money-bill">
    The currency shown in all financial views.

    **Default:** Brand's primary market currency.
  </Card>

  <Card title="Financial year start month" icon="calendar-days">
    Aligns YTD/quarterly/annual rollups to your fiscal calendar.

    **Default:** April (India).
  </Card>

  <Card title="Time zone" icon="globe">
    The time zone shown in charts (data is always stored in UTC).

    **Default:** Brand's primary market timezone.
  </Card>

  <Card title="Week start" icon="calendar-week">
    Sunday or Monday.

    **Default:** Monday.
  </Card>

  <Card title="Date format" icon="calendar">
    DD-MM-YYYY, MM-DD-YYYY, YYYY-MM-DD.

    **Default:** Locale-based.
  </Card>
</CardGroup>

See [Salient features](/overview/salient-features) for more detail on lakhs/crores formatting, financial year, and UTC standardization.

## <Icon icon="file-export" /> Workspace export

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

<CardGroup cols={2}>
  <Card title="Data exports" icon="file-csv">
    Every report, dashboard, and Chart Builder view supports a CSV export from its three-dot menu.
  </Card>

  <Card title="Configuration exports" icon="file-code">
    **Settings → Workspace → Export Configuration** — full JSON of channel mapping, COGS, targets, custom costs, dashboards, saved charts. Re-importable into a fresh brand.
  </Card>
</CardGroup>

<Note>
  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.
</Note>

## Where to go next

<CardGroup cols={3}>
  <Card title="Working with the Ocular team" icon="headset" href="/overview/working-with-the-ocular-team">
    If you hit a permissions edge case this page does not cover.
  </Card>

  <Card title="Implementation checklist" icon="list-check" href="/overview/implementation-checklist">
    Sequencing for new workspace rollouts.
  </Card>

  <Card title="Connect Your Data" icon="plug" href="/connectors/shopify">
    Once users and permissions are set, get the connectors running.
  </Card>
</CardGroup>