UNDER DEVELOPMENT
OCTOBOARD
PRICING
LOGIN
GET OCTOBOARD FREE
GET OCTOBOARD FREE

INVITING NEW USERS TO OCTOBOARD

AREAS
ALL
CLIENT MANAGEMENT
DATA
HOW TO
INTEGRATIONS
MISC
PURCHASING
SHARING DATA
TRIAL
ALSO ASKED
Click for details...
Can I create multiple clients in Octoboard?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
Click for details...
Do you support multiple user groups?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
Click for details...
How to share data with clients and internal teams?
#sharing #data #tutorial
Click for details...
How can I schedule a report?
#schedule #report #send #email #automatic #pdf #tutorial
Click for details...
How to send automatic PDF report by email?
#schedule #report #send #email #automatic #pdf #tutorial
Click for details...
What products do you offer?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
Click for details...
What subscription or plan is best for me?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
Click for details...
How to create public dashboard?
#public #private #access #dashboards #sharing
Click for details...
Do you support private and public access?
#public #private #access #dashboards #sharing

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 - 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

Octoboard Logo
SUBSCRIBE TO OUR NEWSLETTERWe build Social Media and Business dashboards and Data Analytics Platforms. Get early access and pleasantly infrequent updates by email.
EN
FR
ES
PT
NL
DE
IT
Sociogram - LinkedInSociogram - FacebookSociogram - TwitterSociogram - Google PlusSociogram - VKontakteSociogram - PinterestSociogram - Instagram
Octoboard - Data for your businessOcto Ltd Logo