Home Credit Card Reconciliation How do I assign a role (Member) when inviting people to this report?

How do I assign a role (Member) when inviting people to this report?

Last updated on Apr 29, 2026

Short Answer: In the 'Share this report' dialog, use the role dropdown labelled 'Member' beside 'Add emails' before clicking 'Save' to set invitees' role.

PreRequisites

  1. You can open the 'Share this report' dialog

  2. You have the email addresses to invite

Steps

  1. Open the 'Share this report' dialog.
    The 'Share with your team' input and role dropdown are visible.

  2. Enter one or more emails into 'Add emails'.
    Emails are entered in the input.

  3. Click the role dropdown labelled 'Member' and select the desired role.
    The selected role is shown next to the entered emails.

  4. Click 'Save' to apply the role and send invites.
    Invitees are added with the chosen role.

Troubleshooting

  1. Role dropdown is not selectable or options don’t appear.
    LikelyCause: Your account may not have permission to assign roles.
    Action: Ask the Owner (listed under 'People with access') or an admin to assign roles.

Note: The dropdown shows 'Member' by default; available roles may vary based on your permissions.