How to Invite Users to Your Account

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

Note: Only the account owner (the person who created the ClickPatrol account) can invite users. If you don't see this option, you're likely not the owner or you're looking in the wrong place.

1. Log in to your ClickPatrol account.
2. Select the account you'd like to invite a new user to.
3. Go to Configuration in the sidebar, then click the Invitations tab.
4. Enter one or more email addresses. You can invite several people at once by pressing Enter, Space or Comma after each address.
5. Select a role:
   • Admin — full access within the account.
   • Reports & Dashboard (only) — limited access to view dashboard reports only.
6. Click "Send Invite".

Invitations you've already sent appear in the Invitations panel, where you can see each invited user's email, assigned role, and status.

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 Reports & Dashboard only)

What invited users cannot access:

• They cannot add new accounts

• They cannot access billing information