User Configuration
Go to User Manager → Select Invite → Fill in the User Configuration (Email, First Name, Last Name) → select Permission to define user role → proceed to Report Configuration (right tab).
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Only Company Manager and Admin can access User Manager. |
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Permission can be edited after invitation. |
Report Configuration
Assign Report Types to users in process of invitation.
Go to Report Configuration tab (right side of Invite User) → Select a Report Type → use arrows at the bottom to assign/unassign Report Type to user → press Invite to finish.
User Licenses
User Licenses is the quantity of licenses purchased for your Company.
This is total number of licenses available. The field is non-editable and exists for information purposes only.
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License count is modified by Company Admin after editing subscription plan. |
Activate User
An activation link will be sent to the indicated email address.
The new user will be listed in the User Manager with a unique ID and a Pending Invitation status.
User obtains status Active after successful email activation.
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Activation link expires in 3 days. |
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