Hurree allows you to add unlimited users to your dashboard, ensuring full visibility and easy performance monitoring for your team. To invite new users, follow the steps below.
1. Navigate to the Team Members Tab
On your Hurree Dashboard, scroll down and click on the Team Members tab at the bottom of the screen.
This is where you can manage all external users on your account.
2. Click "+ Add User"
Click the + Add User button to begin the invitation process.
3. Enter the User’s Email Address
Type in the email address of the user you want to invite.
This email will receive an invitation to join your Hurree board.
4. Choose the User’s Role
Select whether the new user should be a Team Member or an Admin:
Team Members can create, edit, and view dashboards but cannot manage connectors or billing.
Admins have full access to all features, including connectors and billing settings.
5. Send the Invitation
Click Send Invite to send the invitation email to the new user.
6. User Accepts the Invitation
The invited user will receive an email notifying them of the invitation.
They must accept the invite via email to gain access.
Until they accept, they will appear as Pending in your user list.
7. Confirmation and Access
Once the user accepts the invite, the Pending tag will disappear.
The new user can now log in and access your Hurree account.