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How do I add team members?

To add team members to your account, please follow the steps below:

Step 1: Please navigate to “Account Settings” once you log in to your account. 

Step 2: Select the option “Team” on the left pane.

Step 3: To add a team member, please click on blue button “+ Member” on the right corner.

Step 4: You can enter the name and email ID of the team member you would like to add and click on “Send Invite”. An email notification will get sent to them, which they can access to join the team.

Step 5: Additionally, you can edit the access of the team members as well by toggling on/off the “All Access” button. If enabled, the team will will have access to all reports run by the team, if not, they will only view reports that have been run by them.

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