How to invite a colleague – Indivd

This article explains how to add colleagues to Indivd and control what they can see.

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This article contains the following topics:

Roles
Adding a user
Data access

Roles

Every user in Indivd has one of two roles:

Role	What they can do
Viewer	View dashboards and data for the locations they have been given access to. Cannot manage users or settings.
Admin	View all dashboards and data, and manage users across the organisation.

Adding a user

You must be an Admin to add users.

To add a new user:

Click Settings in the left navigation.
Select Users.
Click Add User.
Enter the user's First Name and Last Name.
Select a Role: Viewer or Admin.
Select a Work Role that matches their function: Business Intelligence, Strategy, Communication, Store Operations, or Mall Operations.
Enter their Email address and set a temporary Password.
Set their Data Access (see below).
Click Create User.

Note: The user can log in immediately using the email and password you set. Share the credentials with them directly — there is no automatic invitation email sent when creating a user this way.

Data access

The Data Access section controls which locations the user can see data for. Users only see insights for the locations you assign to them.

To assign location access:

In the Add User form, scroll to Data Access.
Select the organisation from Select Organisation.
Select one or more locations from Select Locations.

The Access Overview table confirms the locations assigned before you save.