How can I give dashboard access to others or invite new users to make a survey?
Anyone who has access to inca with an Admin or Account Manager role can invite new users to view the dashboard or to create a survey.
They can do this by going to the Home page of the portal and clicking Invite New Team Members
You can invite them as User or Guest:
Inviting User: Used for internal roles such as Admin, Account Manager, and Project Manager. These users have broader access and management capabilities.
Inviting Guest: Used for limited access. These users have restricted permissions and are often external to the organization.
Inviting a Guest is suitable for external collaborators who need to view or contribute to specific projects without full management capabilities.
To learn more about the different roles Admin, Account Manager, Project Manager, and Guest assigned to an inca account, please view the article HERE.
Other notes:
- Cannot delete an invited user who has not accepted the invitation yet.
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