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

Short Answer: When adding emails, use the role dropdown next to the "Add emails" field (it shows "Member") to set the access role, then click "Save" to apply.

PreRequisites

1. Open the "Share this report" modal

Steps

1. Open the "Share this report" modal.
   Modal is visible with the "Add emails" field and role dropdown.

2. Enter the teammate’s full email into the "Add emails" field.
   Email is entered into the field.

3. Click the role dropdown next to the input (shows "Member") and select the desired role for that person.
   Selected role is visible next to the email input.

4. Click "Save" to apply the role to the added people.
   The new users are added with the chosen role.

Troubleshooting

1. You cannot change the role for an existing person in the list.
   LikelyCause: The modal may not offer inline editing for existing users or you lack permission to change their role.
   Action: If you cannot edit the existing user’s role here, ask the report Owner (listed under "People with access") to update the role.