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How to invite a new user or team member to your account
How to invite a new user or team member to your account
Pratyusha Turlapati avatar
Written by Pratyusha Turlapati
Updated over a week ago

As a user of Report Garden, you have the ability to invite new team members or users to your account, enabling them to collaborate and access the reporting functionalities.

In this article, we will guide you through the process of inviting a new user or team member to your Report Garden account, ensuring a smooth onboarding experience.

Step 1: To begin, log in to your Report Garden account and navigate to the user management section. This section allows you to manage user roles, permissions, and invitations within your account.

Step 2: Click on the "Invite team members" button, which will prompt you to enter the necessary details of the new team member.

Enter the email address of the new user or team member in the designated field. Now choose the appropriate user role and set the desired permissions for the new team member.

Once you have reviewed and verified the information, click on the "Submit" button to send the invitation email to the new team member. The email will contain a unique invitation link that the recipient can use to accept the invitation and create their Report Garden account.

Step 3:After sending the invitation, follow up with the new team member to ensure they have received and understood the invitation.

Note : You have the flexibility to modify user roles, permissions, and access levels at any time. You can add or remove users, update their roles, or revoke access as needed to maintain security and data integrity.

For any further information or assistance, reach out to us on chat or drop an email at [email protected]

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