How-to

Creators, viewers and user limits in Hubviz

See how many creators and viewers each Hubviz plan allows, how to change each person profile and what to do when the limit is reached.

Every Hubviz user is a creator or a viewer. The plan sets how many of each the workspace can have. This page shows how to check each person’s profile, change it and fix the limit notice.

Creator and viewer

Profile	What they do	How it is set
Creator	Uses Hubviz Studio: connects data, builds charts and dashboards and publishes. Also views in Hubviz Web, sees all the dashboards of the projects and shares dashboards.	The Creator (Hubviz Studio) box checked on the user’s registration.
Viewer	Only views, in Hubviz Web, the published dashboards that were shared with them. Does not share.	The Creator (Hubviz Studio) box unchecked.

The profile comes from that box. A user’s roles control what they can do on each screen, but they do not decide whether the user is a creator or a viewer. A viewer is anyone who is not a creator, whatever their role, including Usuário Administrador. They only see what is shared with them: with no sharing they see no dashboard, and revoking the last share removes the access again. See Share.

Limits per plan

Plan	Creators	Viewers
Essential	3	5
Professional	10	20
Business	30	unlimited

Only active users count. Deactivating someone frees their slot, and reactivating checks the slot again. The Hubviz support user does not count.
The workspace limit is the plan’s limit plus any add-ons you bought.
Additional creators exist on the Professional and Business plans. Additional viewers exist on Professional, and Business already has unlimited viewers. Essential does not accept add-ons.

See how to buy them in Plan and billing.

See who is a creator

In Hubviz Web, open Administration and click Users.
In the table, scroll to the Creator column. People with the check mark are creators. The rest are viewers.

The Active column shows who is active. The Creators card on the Plan Usage screen in Hubviz Studio, the check when you tick the Creator box and the notice on save use the same count: only active creators, without the support user. So the three numbers match.

Change someone’s profile

In Users, open the Actions button on the row and click Edit.
Check Creator (Hubviz Studio) to make the person a creator, or uncheck it to make them a viewer.
Click Save.

Hubviz checks the limit of the new profile on save. If the plan already has all its slots, a notice shows the allowed number and nothing changes. Going from viewer to creator needs a free creator slot. Going from creator to viewer needs a free viewer slot. Reactivating an inactive user, by checking Active, also needs a slot of their profile.

User list actions

Action	What it does
Creating new user	Registers a person. See Invite your team.
Import with Excel	Registers or changes several people from a spreadsheet. People who join through the spreadsheet are viewers.
Edit	Changes name, email, profile, status and roles.
Permissions	Adjusts one person’s permissions, on top of the roles. People with an adjustment show Customized in the Roles column.
Delete	Removes the user, after Are you sure? and a confirmation.
Delete in batch	Removes the people checked in the list.

The import window has the step by step: download the template, change or add people and upload the file. A note in the window reminds you that people registered through the spreadsheet join as viewers and sign in with the Google account of the email entered.

Bulk user import window with the step by step, the note that people who join through the spreadsheet are viewers, the Download template button and the Select Excel file button

Roles

Roles group permissions. The workspace already comes with ready-made roles. In Administration, open Roles to see your workspace’s list.

For the people in your company, use two:

Role	For whom	What changes
Usuário Administrador	Whoever manages the workspace: adds users and looks after the plan.	Opens the administration screens. It does not unlock dashboards: what they see depends on whether they are a creator.
Cliente	Whoever only views. It is the default role: it comes checked on every new user.	Nothing beyond viewing.

What a person sees is decided by the Creator box, not by the role. A creator is someone with Hubviz Studio access. They see all the dashboards of the projects and are the only ones who share dashboards. A viewer is anyone who is not a creator, and only sees the dashboards that were shared with them. That includes people with the Usuário Administrador role and no Creator box: they manage the workspace but view as viewers. For them to see everything, check Creator (Hubviz Studio) (this takes up a creator slot).

The Admin role belongs to the Hubviz support user, the only user who sees everything without being a creator. It does not show up in your workspace list and should not be given to anyone. The other roles in the list, such as User, exist in every workspace but are not the ones used in Hubviz. The role names appear in Portuguese, as in the screens.

Roles page with the workspace's role list, the Static and Default tags and the Create new role button

Item	What it means
Static	A system role. Static roles can not be deleted.
Default	Assign to new users as default.
Create new role	Creates a role of your own. The window has the Role properties and Permissions tabs.

When you delete a role, it is removed from every user who had it. If you are unsure about permissions, use the roles that already exist.

When the limit is reached

Each screen warns in its own way.

Where	Notice	What it means
When saving a user in Hubviz Web	Your plan allows N creator users. Remove a creator or add more creators to your plan.	All creator slots are in use. N is the plan limit. The Ocorreu um erro na requisição. window shows the text, and the form shows Error saving, please try again later..
When saving a user in Hubviz Web	Your plan allows N viewer users. Remove a viewer or add more viewers to your plan.	All viewer slots are in use.
When checking Creator (Hubviz Studio)	Maximum user limit reached	Hubviz checked before saving and there is no creator slot. The box is not checked.
When signing in to Hubviz Studio without creator access	Your user is not a creator in this workspace, with To use Hubviz Studio, ask the workspace administrator to turn on the Creator (Hubviz Studio) option for your user, in Administration, Users, in Hubviz Web. You can still view dashboards in Hubviz Web.	The person is not a creator. Whoever manages the workspace must check the Creator box. The session is closed.

Create user screen with the notice Maximum user limit reached after trying to check the Creator (Hubviz Studio) box, which stays unchecked

Error window with the text Your plan allows 10 creator users. Remove a creator or add more creators to your plan. over the create user form

You have three ways out:

Deactivate people who no longer use it: uncheck Active on the person’s registration. Inactive users do not count toward the limit.
Change the profile: someone who only views dashboards does not need to be a creator. Keep in mind that someone who stops being a creator then sees only what was shared with them.
Raise the limit: buy additional users or change plans. See Plan and billing.

When someone signs in to Hubviz Studio without being a creator

Signing in to Hubviz Studio does not make anyone a creator. If a person without creator access signs in, Hubviz Studio shows Your user is not a creator in this workspace and tells them to ask the workspace administrator: To use Hubviz Studio, ask the workspace administrator to turn on the Creator (Hubviz Studio) option for your user, in Administration, Users, in Hubviz Web. You can still view dashboards in Hubviz Web. After the notice, the session closes. This holds even with a free slot in the plan.

Becoming a creator is up to whoever manages the workspace, because it takes up a slot in the plan. To allow it, open Users, edit the person and check Creator (Hubviz Studio). If the plan has no creator slot, free one first. The person can still view the dashboards in Hubviz Web.