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Invite your team

Invite colleagues to a product so they can use its reports with their own accounts.

Invite someone

  1. As an Owner, open Settings → Team.
  2. Enter the colleague's email and choose Member or Viewer.
  3. Send the invitation. The colleague must sign in with the invited email before it expires, normally within seven days.
  4. Confirm their access in Team after they accept.
Role Typical access
Owner Membership, publication, export, erasure and collection controls, plus reporting and settings.
Member Aggregate reports, ordinary product settings and integrations.
Viewer Read aggregate reports.

Scroll horizontally to see more columns on smaller screens.

Change access

Review the role before applying a change. Removing a member or changing them to Viewer revokes keys they issued and pending provider authorizations. A later invitation does not restore those authorizations automatically.

Troubleshooting

For an expired invitation, issue a new one. For an access error, check which email the colleague used to sign in and which product the invitation covers. A public dashboard is a separate sharing mechanism and does not grant private product access.