These steps are required for new members to activate their login and provide access to graphs:
Add a New Member
Assigning Permission (graph access)
New member receives email and activates their access by logging in.
This help doc shows you how to add members individually. It is now possible to import members in bulk, see Import Members
Step 1 - Add a New Member
Choose Settings - link
Choose your Organization
Click on Manage Members
To add a new member, click New Member
To edit an existing member, click the pencil icon
Then you will see the following screen.
Enter Email Address
Enter Full Name
Enter Formal First Name
Enter Formal Last Name
Enter Phone Number (optional)
Enter Mobile Number (optional)
Enter Employee ID
Enter Type of Employee
Enter Cost Center
Choose Time Zone
Upload Avatar (picture) (optional)
Choose Status, e.g. permanent, contractor, intern, trial, etc.
Choose to Invite Member now or send email later
Click Invite Member
Step 2 - Assign Graphs and Permissions
Next, assign graphs, graph groups and permissions to this new team member. If you want the member to access all graphs, add Owners permissions.
Step 3 - New Member Activates Login
The new member will receive an email. They need to click on the link provided, choose a password and log in.