Skip to main content

Add Recipient

This runbook guides you through the onboarding of a new recipient.

Prerequisites​

  1. You have the names and e-mail addresses of recipients.
    • You know who among them is allowed to delete reports.
    • You know who among them can grant/revoke access to reports.

Runbook​

  1. Add a user account.
  2. Add to channels.
  3. Send the invitation e-mail from the User management.
  4. Share the link to the user onboarding guide with the relevant person.
  5. Ask the team to share current, relevant reports with the new employee.