Canvas Guides (English)ImpactImpact GuidePermissions and TeamsHow do I invite new users to the Impact Dashboard?

How do I invite new users to the Impact Dashboard?

You can invite users to your Impact Dashboard.

Open Users and Permissions

Open Users and Permissions

In your Impact dashboard, click the Global Settings icon [1] and then click the Users & Permissions link [2].

View Users

View Users

In the Account page, click the UsersĀ tab. You can view all your users, user permissions, feature permissions, and teams.

Add Users

Add Users

To invite a user, click the Invite New User button.

New User

New User

Add the user's name [1], email address [2], and select feature permission settings menu [3] to enable Access Level: Type [4], Access Level: Cluster [5], and Access Level: Instance [6].

Access Level: Type

Access Level: Type

Select the Feature Permission Groups drop-down menu [1] and select the checkbox(es) next to the profile(s) to grant Type access level [2].

Access Level: Cluster

Access Level: Cluster

Select the Feature Permission Groups drop-down menu [1] and select the checkbox(es) next to the profile(s) to grant Cluster access level [2].

Access Level: Instance

Access Level: Instance

Select the Feature Permission Groups drop-down menu [1] and select the checkbox(es) next to the profile(s) to grant Instance access level [2].

Note: Only the selected tabs will be visible to the user.

Invite New User

Invite New User

Once all Feature Permissions are selected, click the Invite New User button.