This article explains how Super Admins can invite a Report Viewer (Read-Only User) to access reports within the portal. Report Viewers have a special license that allows them to view reports but not make any changes.
Prerequisites
You must have an Admin License to invite Report Viewers.
Ensure that the user you are inviting requires only read-only access to reports.
Steps to Invite a Report Viewer
Log in to the Super Admin Portal
Navigate to the Admin Dashboard.
Go to the Team Management Section (My Coaches)
Select Add Users.
Enter User Details
Input the user's email address.
Select Report Viewer (Read-only) user type dropdown.
Send the Invitation
Click Send Invitation.
The user will receive an email to accept the invitation.
User Acceptance Process
The invited user must accept the invitation to activate their account.
Once accepted, they will have read-only access to the reports.
Managing Report Viewer Permissions
Super Admins can enable or disable specific reports for Report Viewers.
This can be managed by going into the details of the invites report viewer.
FAQs
Why is my Report Viewer (Read-Only License) disabled in the dropdown when trying to invite a user to the team?
This could be because your Delenta subscription does not have the correct license type. To add more licenses, please contact support@delenta.com.
Why can't my Report Viewer users see the option to export reports to a CSV?
Read-only users do not have the option to export reports, so this functionality will not be visible in their portals.
What can a Report Viewer license be used for?
A Report Viewer license is for users who only need access to reports to analyze business performance.
They can customize data representation using filters and additional fields.
Report Viewers do not have navigation access to other parts of the platform.
They cannot edit or modify any data.
They do not have access to import or export functionality.
When inviting a user, be sure to select the Report Viewer (Read-Only) user type from the dropdown menu.