How do I invite teammates to view this reconciliation report?

Short Answer: Open ‘Share this report’, add emails, choose a role, and click ‘Save’.

PreRequisites

1. Be signed in to CleverBalance

2. Have the ‘Share this report’ dialog open

Steps

1. Open the sharing dialog.
   Click ‘Share’ to open the ‘Share this report’ modal.

2. Add teammate emails.
   In ‘Add emails’, enter one or more email addresses.

3. Assign roles.
   Use the ‘Member’ dropdown to select the appropriate role.

4. Verify access list.
   Ensure added users appear under ‘People with access’.

5. Set report access.
   Choose between ‘Private’ or ‘Public’ access.

6. Save changes.
   Click ‘Save’ to apply sharing settings.

Troubleshooting

1. Unable to add email
   Likely Cause: Invalid email format or field not selected
   Action: Click the field and enter a valid email (e.g., [email protected])

2. ‘Save’ button not working
   Likely Cause: No changes made
   Action: Add at least one email or modify access settings

3. User cannot access report
   Likely Cause: Report is private or user not signed in
   Action: Verify user is listed under access, or switch to ‘Public’ if needed

Note: Your account appears under ‘People with access’ with an assigned role (e.g., Owner).