How do I set the role for people I add to the report?

Short Answer: Choose a role from the ‘Member’ dropdown before adding emails—this role will apply to the users you invite.

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. Select a role.
   Click the dropdown labeled ‘Member’ and choose the desired role.

3. Add users.
   Enter email addresses in the ‘Add emails’ field.
   The selected role will apply to these users.

4. Save changes.
   Click ‘Save’ to confirm invitations and role assignments.

Troubleshooting

1. Role not applied to added users
   Likely Cause: Role changed after adding emails or changes not saved
   Action: Select the role first, re-add users if needed, then click ‘Save’

2. Cannot change role for existing users
   Likely Cause: No inline edit option available
   Action: Remove and re-add the user with the correct role, or manage roles from the appropriate settings area

Note: The selected role applies to all users added in that action—ensure the correct role is chosen before saving.