Inviting Users in WebReports

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Article Goal

Learn how to invite users in WebReports through the Management tab. This process allows administrators to send invitation emails that enable new users to create their WebReports accounts and passwords.

Why Invite Users?

Inviting users offers an efficient way to mass-onboard team members while setting their roles at the same time. It gives users the control to set their own login credentials and enables centralized management for admins.

Tip: When using invitations, users are responsible for setting their password, and invitations will expire after 72 hours by default.

Where Can You Invite Users?

Invitations can be sent from the Users page under the Management tab of the WebReports navigation bar.

Video Tutorial

Steps to Invite Users

Step 1: Go to the Management Tab

Click on the Management tab of the WebReports navigation bar.

Step 2: Open the Invite Dialog

Click the Invite button to invite users.

Step 3: Enter User Emails

In the email entry box, type one or more user email addresses.

Tip: To invite multiple users at once, separate each email with a semicolon ( ; ).
Example: user1@company.com;user2@company.com;user3@company.com

Step 4: Assign Roles

Select the roles that should be assigned to the invited users. These roles determine what access and permissions the users will have once they log in.

Optional Step: Assign Publisher Connection Profiles

Select the Connection Profiles that should be assigned to the invited users. These connections determine database the users will have access to once they log in.

Note: This option is only available when the user has the Publisher role assigned

Step 5: Invite Users

Click the Invite Users button to invite the users with the defined roles and connections.

Article Summary

Inviting users in WebReports is a fast and secure way to onboard new team members. Admins can invite one or many users at once by entering their email addresses and assigning roles during the invitation. Once sent, users receive an email link (valid for 72 hours) to complete their account setup and password creation. This simplifies the administrative workflow and provides better role-based control from the start.