On the top right, click Settings > Users to access Users Management:
Here you can see a list of users in your organization. On the right below Settings, click Invite User
Submit the invitation form with required information:
- Name, Email, Role
- Allow API Access: Allow access to Holistics API for this user.
- Custom Message: Message sent along with the invitation link to the input email.
- Admin: Admin can manage users, reports, dashboards and billing, etc.
- Analyst: Can create and edit reports and dashboards whose data source is shared with them. Analyst cannot manage users, or connect new data sources.
- Business User: Can only view reports and dashboards that are shared with them