Home Intercompany Reconciliation How do I share this reconciliation report with teammates?

How do I share this reconciliation report with teammates?

Last updated on Apr 24, 2026

Short Answer: Open the Share this report modal, type one or more emails in the Add emails field, choose a role using the Member dropdown if needed, then click Save.

PreRequisites

  1. Be signed in to your account

  2. Have the email addresses of the teammates you want to invite

  3. Share this report modal is open (Share this report)

Steps

  1. In the Share this report modal, go to the Share with your team section and click the Add emails field.
    The Add emails input is active and ready for typing.

  2. Type one or more email addresses into Add emails (Type one or more emails to give teammates access to this report.).
    Each email address is entered into the field.

  3. Use the Member dropdown next to Add emails to select the role you want to assign to the new invitees (the dropdown currently shows Member).
    The chosen role is shown in the dropdown.

  4. Click Save to apply the invitations and role assignments.
    The modal closes or updates and the new people appear under People with access.

  5. Confirm the invited users appear under People with access with their email and role.
    Invited teammates are listed in People with access.

Troubleshooting

  1. You can't add an email or the input rejects the address.
    LikelyCause: The email address format is invalid or contains a typo.
    Action: Correct the email (use full address like [email protected]) and try again.

  2. Clicking Save does not add people or shows an error.
    LikelyCause: You may not have permission to invite users or there is a temporary network issue.
    Action: Confirm you are authorized to share this report (check with the Owner listed under People with access) and retry after checking your network.

  3. Invited people do not appear under People with access after saving.
    LikelyCause: Save did not complete or the invite failed.
    Action: Try saving again; if it still fails, contact the report Owner or your admin.

Note: The modal text explicitly says: Type one or more emails to give teammates access to this report.