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 and select feature permissions settings for clusters and instances.

Open Users and Permissions

Open Users and Permissions

In your Impact dashboard, click the Settings icon [1]. Then hover the cursor over the Users & Permissions menu [2] and click the Users link [3].

View Users

View Users

In the Users 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: Cluster [4] and Access Level: Instance [5].

Access Level: Cluster

Access Level: Cluster

The Cluster Feature Permissions Groups is a collection of one or more instances for access and is usually the default option for institution admins.

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

If an institution wants to grant access to a third party, they can grant access to an individual staging instance. This level of access is for specific and targeted control over feature permissions related to that particular 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.