New users can be invited to Trendspek through the "Permissions" tab on the dashboard, via the "Manage users" tab or the "Manage Assets" tab.
Alternatively, you can invite new users and or share the asset from the dataset page.
Article contents:
Suggested Pre-Reading
Prior to sharing access to other users, we recommend having an understanding of the difference between company roles and asset roles.
You can read the following articles:
Sharing from the Manage Users page
From the Dashboard, navigate to Permissions > Manage Users
Click on Share Asset
Enter the user/s email address/s (multiple users can be added at once)
Select the Company role from the drop-down. (For more information on company roles read the article: Company Role Management HERE)
Enter the asset/s to be shared (multiple assets can be added at once)
Select the Asset role from the drop-down. (For more information on Asset Roles read the article: Asset Role Management HERE)
Clicking on Share Asset will invite the user to view the selected asset via an email invitation.
Sharing from The Manage Assets page
From the Dashboard, navigate to Permissions > Manage Assets
Select the desired asset from the list
Click on Share Asset
Enter the user/s email address/s and select the role that you would like to assign them for this asset.
Clicking on Share Asset will invite the user to view the selected asset via an email invitation.
Alternatively, the Copy Link button can be used. This will not send the user an email but instead, copy the invite link to your clipboard which you can then share directly with your user.
Sharing From The Dataset Page
Sharing an asset from the dataset page is quick & easy.
Begin by clicking the Share icon in the top right-hand corner of the menu bar
Enter the user/s email address and select the role you would like to assign them for this asset
Clicking on Share will invite the user to view the selected asset via email.
Commonly asked questions
Why can I not see the permission tab or the share button?
Your company role does not permit you to share assets with others.
What happens if the person I am sharing with already has a Trendspek account?
If the user already has a Trendspek account, they will need to follow the link in the email to gain access to the asset.
What happens if the person I am sharing with does not have a Trendspek account?
New users will need to create an account by following the unique link which can be found in the email (or via the link that you copied to the clipboard).
What happens if I don't select a company role?
If the user is new or does not yet have a Company Role for your company, they will be granted the Viewer company role by default. You are able to upgrade this via the Manager Dashboard later if required.