How do I share this reconciliation report with teammates?

Short Answer: Open 'Share this report', enter emails in 'Add emails', choose a role (e.g., 'Member'), then click 'Save'.

PreRequisites

1. You are signed in

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

Steps

1. Open the 'Share this report' dialog.
   The modal shows 'Share with your team' and 'People with access' sections.

2. In 'Add emails', type one or more email addresses.
   Entered emails appear in the input field.

3. Use the role dropdown (labelled 'Member') to select the appropriate role.
   The selected role appears next to the emails.

4. Click 'Save'.
   Invited users are added to 'People with access' with the selected role.

Troubleshooting

1. Emails are not accepted.
   LikelyCause: Invalid email format.
   Action: Enter a valid format (e.g., [email protected]) and retry.

2. User not added after clicking Save.
   LikelyCause: Permission issue or save didn’t complete.
   Action: Confirm permissions or ask an Owner to add the user; retry and refresh.

3. List does not update after saving.
   LikelyCause: UI or network issue.
   Action: Close and reopen the dialog or refresh the page.

Note: The modal header indicates: Invite teammates or managers to view this reconciliation report.