How to Add Users to Your Graphly Account

This article will help you understand how to add users to your Graphly account, and covers the different types of user permissions.

Step 1: Access the Users Page

Select the settings button, which is in the right hand corner that is shaped like a gear.

click the gear icon in the top right hand corner of your screen

Click Account, then select the Users tab.

click on the users tab

Step 2: Invite Users

Under the Users tab you should see a space off to the right that lets you enter the email address of the person you would like to add as a user. Once you enter email address select which kind of user (Admin, User, or Viewer) they will be and click Invite. The type of user can always be changed later.

  • Viewer: Can only access boards that you share with them. Are unable to create their own boards or reports.
  • User: Can create their own boards and reports.
  • Admin: Can create their own boards and reports, access payment information, access the Web Tracker, and manage users.
enter the email address in the box, select the permission level, and then click the invite button

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If you don’t already have a Graphly account, you can sign up for free here to get powerful Infusionsoft reporting.

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