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Home > HappyFox BI > Getting Started > How to invite clients to your Happyfox BI account?
How to invite clients to your Happyfox BI account?
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You can easily share the reports created within HappyFox BI with your Client groups. Access permissions are set at the report level, so you can decide the reports/pages your clients can view. Multiple clients can be added to your HappyFox BI account.

 

A client can only view the reports. He/She cannot edit or add a new visualization. However, a user can edit and add visualizations.

 

How to Add Clients?

 

  • Click on the 'Invite Clients' button below the 'Invite User' button.

 

  • Enter the mail id of the Client who needs access to your HappyFox BI account.

  • To set their view access to Reports, click on the 'Edit' icon next to the Report Name.

 

  • Now enter the list of users who can view that page.

 

 

 

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