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INVITING NEW USERS TO OCTOBOARD

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Inviting new users to Octoboard

ADMIN of a client can invite more users to view or manage dashboards and reports for that client. To invite a new user, go to “Top Right Menu > Manage Clients > Members Tab”.

Specify user email address and click “SEND INVITATION” button.

The new user will receive an email inviting him to the Octoboard client. The new user will be prompted for new password. When the user accesses Octoboard he will only see dashboards and reports of the client(s) or user group(s) that he was invited to.

You can always set appropriate role for the new user - ADMIN, EXPERT or VIEWER - in order to control what the new user can do in Octoboard. Roles can be changed at any stage later by the administrator of the client or user group.

For more details about managing users, visit Multiple clients, users, app logins tutorial

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