Inviting users to access Amazon QuickSight - Amazon QuickSight

Inviting users to access Amazon QuickSight

   Applies to: Enterprise Edition and Standard Edition 
   Intended audience: Amazon QuickSight administrators 

Use the following procedure to invite a user to access Amazon QuickSight.

  1. Choose your user name on the application bar and then choose Manage QuickSight.

  2. Choose Manage Users. On this screen, you can manage users who already exist in your account.

  3. Choose Invite users.

  4. In the Invite users to this account table, enter a new user name for a person to whom you want to grant access to Amazon QuickSight. If the user is an IAM user, enter their IAM credentials. Then press +. A user's IAM user name can be the same as their email address.

    Repeat this step until you have entered everyone who you want to invite. Then go to the next step to enter details.

    The image below shows the Invite users to this account table.

    The Manage users table with the Role dropdown open.

  5. For Email, enter an email address for the account.

    Note

    Currently, email addresses are case-sensitive.

  6. For Role, choose the role to assign to each person you're inviting. A role determines the permission level to grant to that account.

    • ADMIN roles:

      • ADMIN – The user is able to both use Amazon QuickSight for authoring and for performing administrative tasks like managing users or purchasing SPICE capacity.

      • ADMIN PRO – The user is able to perform all actions of a QuickSight Admin and utilize applicable QuickSight Generative BI capabilities. For more information about Pro roles in QuickSight, see Get started with Generative BI.

      There are some differences in the administrative tasks that IAM users and Amazon QuickSight administrators can perform. These differences occur because some administrative tasks require permissions in AWS, which Amazon QuickSight–only users lack. The differences are these:

      • QuickSight administrators can manage users, SPICE capacity, and subscriptions.

      • IAM users with administrative permissions can also manage users, SPICE capacity, and subscriptions. In addition, they can manage Amazon QuickSight permissions to AWS resources, upgrade to Enterprise edition, and unsubscribe from Amazon QuickSight.

      If you want to create a user with administrator permissions with IAM access, check with your AWS administrator. Make sure that the IAM user has the all necessary statements in their IAM permissions policy to work with Amazon QuickSight resources. For more information about what statements are required, see IAM policy examples for Amazon QuickSight.

    • AUTHOR roles:

      • AUTHOR– The user is able to author analyses and dashboards in Amazon QuickSight but not perform any administrative tasks in QuickSight.

      • AUTHOR PRO– The user is able to perform all actions of a QuickSight Author and utilize applicable QuickSight Generative BI capabilities. For more information about Pro roles in QuickSight, see Get started with Generative BI.

    • READER roles (Enterprise only):

      • READER– Users are able to interact with shared dashboards, but not author analyses or dashboards or perform any administrative tasks.

      • READER PRO– The user is able to perform all actions of a QuickSight Reader and utilize applicable QuickSight Generative BI capabilities. For more information about Pro roles in QuickSight, see Get started with Generative BI.

  7. For IAM User, verify that it says Yes for accounts that are associated with IAM users, and No for those that are Amazon QuickSight-only.

  8. (Optional) To delete a user, choose the delete icon at the end of the relevant row.

  9. Choose Invite.