New users can be invited to Trendspek by going to the “Settings” section. From there, navigate to Company > Users, then open the “Create Users” 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:
Inviting Users via the Settings Tab
From the Homepage, navigate to Permissions > Create Users
1. Enter the First Name, Last Name, Email, and select the Company Role from the drop-down. (For more information on company roles read the article: Company Role Management HERE).
2. Click the check icon to add the user to the list of users to be invited.
Note: To edit a user's details, click the edit (pencil) icon. To remove a user from the invitation list, click the X icon. To add additional users, click the "Add User" button to generate a new entry and fill in the required information.
3. Once all user details are entered, click the “Create Users” button. A pop-up message will confirm that the user invitation was successful.
Note: After a successful invitation, the user will receive an email with a link to set their password. Please keep in mind that the password link will expire after 30 minutes.
Inviting Users from the Dataset Page
Sharing an asset directly from the dataset page is quick and simple.
1. Click the profile icon located in the bottom-left corner of the screen.
2. Select "Invite New Users" from the menu.
3. Enter the email addresses of the users you want to invite, and choose the appropriate role for the asset.
4. Click "Share Asset" to send the invitation email, granting the users access to view the selected asset.
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 User Lists later if required.