Before you begin inviting new members, we recommend reviewing the permissions associated with each role to ensure you provide the access necessary for your team members.
To invite new members to your account, you'll need to have the permission level of Account owner or Admin.
How to invite new members to your account
Follow these steps to invite members:
While logged in, click People at the top of your account.
In the new modal that appears, add the email address of the person you wish to invite or add multiple emails separated by commas.
Set the permission level you wish to grant: View only or Admin for the user(s) you're inviting.
Then click Send invite.
How to invite a limited-access member
Follow these steps to give limited access to view a specific dashboard:
While logged in, navigate to the dashboard you wish to invite someone to view.
Click Share, then click Invite.
Enter the email address of the individual you're inviting.
Click Invite.
As this user is not a member of your account, you will need to repeat these steps for any other dashboards you want to invite this individual to view.
Alternatively, you can visit the People page, click the ellipsis next to the user's email, and click Manage dashboard access.
In the new modal that opens, toggle on or off any dashboards you wish to manage this user's access to.