Adding a user in BI Book is super easy, just follow these simple steps.
Adding a user
Quick Links:
Adding a user
- Log in to BI Book as a user with admin rights.
- Go to Company Management and choose the Users tab (alternatively navigate directly to the page)
- Press Invite User
- Fill in the fields as follows:
- User Name: A text field which will be the users display name
- Email: The email address the user will authenticate with
- New User Role: Either "Reader", "Editor" or "Admin". Please refer to Different user rights for more details on which to choose.
- Reports: If no reports are added, the user will by default get access to all reports
- Folders: Refers to the folders in the Files section. Choose which folders the user has access to
- Forms: Refers to the forms in the Dataroom section. Choose which forms the user has access to
- Press Send invite
- The user will receive an email welcoming them and will be able to log in right away
FAQ and Errors
- User cannot log in: Please see login errors for more details