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Invite users

  1. In Enhanza, go to Workspace > Users and click Invite Users.
  2. Enter the email address and pick a role. New invites default to Viewer.
  3. Optional: add a welcome message. To invite more people at once, click Invite another user.
  4. Click Send Invites.
Invites stay under Pending user invites until they’re accepted.

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Roles

To give a BI tool access to the data, use data access.

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Create a group

Groups organize workspace users for access management. When you share a report in Build, you can limit it to one or more groups.
  1. Go to Workspace > Users. Under Groups, click New Group.
  2. Fill in the fields:
    • Group Name: a name, such as “Management”
    • Description: optional
  3. Under Group Members, select the users to add.
  4. Click Create.
To change who’s in a group, click Manage Members on its row. To rename or delete it, open its ⋮ menu and click Edit Group or Delete group.