Manage viewers

Viewers are your customers’ people. They are invitation-only and belong to one portal.

Invite a viewer

1. Open the portal’s Viewers tab.
2. Choose Invite viewer and enter an email address.
3. Optionally set attributes used for data scoping, such as account_id.
4. Send. The viewer receives a link, sets a password, and lands in the portal.

Invitations expire after 7 days. Resend from the same tab.

Control what a viewer sees

Two layers apply, in order:

1. Report access — which reports appear in their navigation.
2. Data scoping — which rows those reports return, from the viewer’s attributes.

A viewer with access to a report but no matching attribute value sees the report with no data, which is usually a misconfiguration rather than the intent.

Remove a viewer

Removing a viewer revokes access immediately and invalidates active sessions. Their report history is retained for your audit log.

Note

Viewers cannot invite other viewers. All invitations come from your team.