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Invite a colleague to collaborate on reports, connect data sources, or manage clients. The invitee receives an email with a link to accept the invitation, set a password, and sign in. Inviting users requires admin access — only users with Admin access can invite, edit, or remove team members.
1

Open Users

From the sidebar, go to Settings → Users.
2

Click Invite user

This opens the invite panel.
3

Enter their full name and email

Type the person’s full name and email address. The invite link goes to this address, so it must be a real inbox.
4

Choose a permission level

Under Permission level, pick the access level that fits their role:
  • Admin access — full access to all features, including billing and team management.
  • Client access — can view projects assigned to them.
  • Read-only access — can view their assigned clients but cannot make changes.
5

Assign clients (Client and Read-only access only)

For Client access and Read-only access, an Assign clients field appears. Select which clients this user can access. Admin access users see every client and don’t need an assignment.
6

Send the invite

Send the invitation. The invitee receives an email with a link to accept it and set their password.
Invited users have no password until they accept the invitation. They set one when they complete sign-up from the invite link. Until then, they appear in your Users list as not yet verified.