Home Vendor Reconciliation Why didn't the teammate I added get access after I shared the report?

Why didn't the teammate I added get access after I shared the report?

Last updated on Apr 28, 2026

Short Answer: Common causes: you didn’t click "Save", the report is still "Private" and the person isn’t on your team, or the email address was entered incorrectly.

PreRequisites

  1. You added an email in the "Add emails" field

  2. You have the "Share this report" modal open to verify settings

Steps

  1. Open the "Share this report" modal and check the "People with access" section to see if the person appears.
    The person appears in the list if they have access.

  2. If they do not appear, re-enter their full email address in "Add emails" and click "Save".
    Their email is saved and they appear under "People with access".

  3. If the report is "Private", ask the teammate to sign in with the same email or consider switching to "Public" if appropriate, then click "Save".
    They are able to view when signed in or after Public link is used.

  4. If they still cannot view, ask them to check spam for invitation emails and confirm the correct email address was used.
    You identify whether the invitation was sent or the email was incorrect.

Troubleshooting

  1. The invitee did not receive an invitation email.
    LikelyCause: Email was mistyped, blocked, or filtered to spam.
    Action: Confirm the address under "Add emails", correct it if needed, click "Save" again, and have them check spam or blocked folders.

  2. They can’t access even after being added.
    LikelyCause: The report is set to "Private" and they are not a team member or they are signed in with a different email.
    Action: Ensure they sign in with the exact email you added, or set the report to "Public" if appropriate and click "Save".

Note: The modal instructs: "Type one or more emails to give teammates access to this report." Make sure emails are complete and saved.