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Hurree Onboarding Eps 16: Inviting Users to a Private Dashboard
Hurree Onboarding Eps 16: Inviting Users to a Private Dashboard
Sorcha McVeigh avatar
Written by Sorcha McVeigh
Updated this week

Inviting Users to a Private Dashboard

This video will teach you how to invite users to a private dashboard in Hurree, allowing you to collaborate with others while keeping the dashboard private.

Step 1: Open Your Private Dashboard

  • Once you have created a private dashboard, go to that dashboard.

Step 2: Click the Ellipses in the Top Right Corner

  • Click the ellipses (three dots) to open a dropdown menu in the top right corner of your private dashboard.

Step 3: Select 'Invite'

  • From the dropdown menu, click on the Invite option.

Step 4: Choose Users to Add

  • A popup will appear displaying a list of all the users currently on your account.

  • Select the user or users you want to invite to the private dashboard.

Step 5: Assign User Permissions

  • After selecting users, you’ll need to choose their roles:

    • Editor: Editors can add widgets and make changes to the dashboard.

    • Viewer: Viewers can only view the dashboard and have no ability to make changes.

Step 6: Save the Invitation

  • Once you’ve made your selections and assigned roles, the invitation will be sent, and the chosen users will have access to the dashboard as per their permissions.

This allows you to collaborate with team members while keeping your dashboard private!

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