Team

Add new team members to access and collaborate on your company dashboard

You can use the Team section to give new users access to your dashboard.

To add a new user go to Settings > Teams and in the top right click 'Invite Member' and enter the e-mail of the new user you would like to add to your dashboard access and hit 'Create Invite'

The user will then receive an e-mail link which will instrcut them on how to set up a user account if they don't already have them and will add them as an active member to your dashboard.

The team mebers with access to the dashboard will then be displayed on the Team screen.

Please note that currently if a user has acccess to your dashboard they will be able to access all features and reports on the dashboard so ensure that they have confirmation to view things like sales and customer data before inviting them