Invite Users

Cory Fifield -

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In this article we provide detail how to invite users in Web Reports.

 

Why Invite Users?

Users must be created before they can log into Web Reports. Adding a user will allow you to manually create a user's profile. Inviting a user will give admins the ability to mass invite users and assign their roles at the same time. The users will also be responsible for setting / changing their password to login.

 

Where Can You Invite Users?

Users can be invited on the Management page located on the Users tab of Web Reports.

 

Video Tutorial:

 

Steps To Invite Users.

 

NOTE: Invitation links will expire after 72 hours.

 

1. Click on the Users tab of Web Reports navigation bar.

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2. Click on the invite button to add users.

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3. Enter the user/users email.

 

NOTE: Use ( ; ) between each email to add additional emails. 

 

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4. Select the roles you want for the users.

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