How to Invite Users to Your Account

To invite users to your ClickPatrol account, follow these steps:

1. Log in to your ClickPatrol account
2. Select the account you'd like to invite a new user to
3. Click on "Invitations" from the menu bar
4. Enter their email and suitable role:
   • Choose either the "Admin" role
   • Or select "being able to see dashboard reports only" for limited access
5. Click "Send Invite"

Account creation: All invited users will need to create a ClickPatrol account by clicking only the link in the email and registering via that link. They cannot register through the regular ClickPatrol signup page. 

This account isn't fully functional; it is limited to the permissions you've granted them.

Understanding invited user access#

When you invite someone to your ClickPatrol dashboard, here's what they can and cannot do:

What invited users can access:

• The specific account(s) you've granted them access to

• Dashboard data and reports based on their assigned role (Admin or Data Viewer)

What Invited Users Cannot Access:

• They cannot add new accounts

• They cannot access billing information