How do I invite new users to the Impact Dashboard?
You can invite users to your Impact Dashboard and select feature permissions settings for clusters and instances.
Open Users and Permissions
In your Impact dashboard, click the Admin link [1]. Then click the Users & Permissions link [2].
View Users
In the Users tab, you can view all your users, user permissions, feature permissions, and teams.
New User
Add the user's name [1], email address [2], and select feature permission settings menu [3] to enable Access Level: Cluster [4] and Access Level: Instance [5].
Access Level: Cluster
The Cluster Feature Permissions Groups is a collection of one or more instances for access and is usually the default option for institution admins.
Select the Feature Permission Groups drop-down menu [1] and select the checkbox(es) next to the profile(s) to grant Cluster access level [2].
Access Level: Instance
If an institution wants to grant access to a third party, they can grant access to an individual staging instance. This level of access is for specific and targeted control over feature permissions related to that particular instance.
Select the Feature Permission Groups drop-down menu [1] and select the checkbox(es) next to the profile(s) to grant Instance access level [2].
Note: Only the selected tabs will be visible to the user.