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Giving a Customer Access to a Dashboard

After you've finished creating your beautiful dashboard, the next step is sharing that dashboard with your customer. NinjaCat offers you two different ways to give your customer access to their dashboard. This article contains step-by-step instruction on how to invite, or add, a new dashboard user to NinjaCat.

NinjaNote: To access the options of NinjaCat shown in this article your account must have a User Role that includes the permission "Manage Accounts". To change your permissions, please contact a NinjaCat admin from your team.

 

Section Links

Inviting a Dashboard User

Adding a Dashboard User 

 

Inviting a Dashboard User

Inviting a Dashboard User is the process that requires the client you're giving access to to create their own password. The client's email address is required so they can complete their part of the invite process.

1. Click on "Accounts" in the top navigation

2. Click on the desired Account from the account list

New_Dash_User_1.png

3. Click on the "Settings" button near the top right corner of the page

Dash_User_6.png

4. Click on the "Users" tab under the Account Settings

Dash_User_2.png

 

5. Click the "Invite User" button near the top right of the page

Dash_User_3.png

6. Fill in all the required fields

Dash_User_4.png

  • Name - The name of the User as it will display when a user logs in to NinjaCat (this field is required)
  • Email - The email address of the user you are adding. This is where their invitation to access the Dashboard will be sent (this field is required)

7. Click the "Invite User" button near the bottom left of the page

 

Adding a Dashboard User

Adding a Dashboard User allows you, as the Admin, to create a log in and password for a client that you want to give access to. You must then make sure the client knows the log in and password that you created for them.

1. Click on "Accounts" in the top navigation

2. Click on the desired Account from the account list

New_Dash_User_1.png

3. Click on the "Settings" button near the top right corner of the page

Dash_User_6.png

4. Click on the "Users" tab under the Account Settings

Dash_User_2.png

5. Click the "Add User" button near the top right of the page

Dash_User_3.png

6. Fill in all the required fields

Dash_User_5.png

  • Email - The email address of the user you are adding. This is where their invitation to access the Dashboard will be sent (this field is required)
  • Name - The name of the User as it will display when a user logs in to NinjaCat (this field is required)
  • Phone number - The user's phone number (can be dynamically pulled into Reports & Dashboards using a ******)
  • Enter new password - 

7. Click the "Add User" button near the bottom left of the page

NinjaNote: After a client has been either invited to access a Dashboard or directly added to access by you, that client will only have access to view one account's data. If you need to let one client see more than one account's data check out the article, "Giving A Customer Access to Multiple Accounts"

 

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