You can modify team members and access levels to the system in the ‘Settings’ cog button (top bar, right side), ‘Team members’ (left sidebar).
NOTE: To grant access to all levels of a consolidated company individually, you must grant access to each individual subsidiary as well as the parent and they must accept each one. (You can send multiple invites direct from the parent).
How to Add a Team Member / Send an Invitation
To add a team member ‘Add members’ (button at top right).
The team member will then receive an invitation.
Select ‘Share Pages’ for ‘View Only’ access or access to a specific tab.
For ‘Guest access’, you can navigate to any report, dashboard or presentation and click share in the top to control specific items for ‘View Only access’ (same process as ‘Share Pages’).
See more in: How to share view only access.
NOTE: The team member must accept the invitation before it expires in order to be granted access.
How to Accept an Invitation
The new team member will receive an invitation to their email.
The email will come from ScaleXP.
The title will be ‘[Your name here] has invited you to join ScaleXP - [name of your ScaleXP organization].’
NOTE: It may not be in their Inbox - it is very likely to go to ‘All Mail’, ‘Spam’ or equivalent.
It is very important that the team member(s) follow these steps to accept the invitation and set up a password:
Step 1 - Find the Invite
Step 2 - Accept the Invite
Click on ‘Accept invitation’ (or click the URL shown just above it).
Step 3 - Log in or Set up Password
If the invite has been sent to an email address which already has access to ScaleXP (for example, for another organization), then choose the log in option.
For logging in, it is very important to choose the method used initially in ScaleXP for that email address - either their email or a Xero login.
Failure to do this will cause the log in / invitation acceptance to fail.
This is to prevent security conflicts for that email address, as it needs to be associated with one secure password only.
If the email is not yet set up with access to ScaleXP, then follow the instructions to set up a password:
- Select ‘Continue’ to enter the next page.
- Follow instructions to set up a password.
How to Change Access Level
To change the level of access of an existing team member, select the arrow at the right of the team member's name; this will bring up possible permission levels. Choose the new permission level.
- Grant ‘Full access’: enables interaction with the presentations, reports and dashboards with no restrictions - just like you would access it.
- Grant ‘View All access’: allows your clients or team to view presentations, reports and dashboards. They can't change or edit but can interact with all of the functionality.
How to Revoke Access
Select the arrow at the right of the team member's name and choose ‘Revoke access’ to remove access for that user.
The permission level saves automatically and instantly.
