Navigate to the Settings Page
Once you've created an account and are logged in, click Settings on the left hand side
You will be taken straight to the Details tab
Enter Organisation Details
Organisation Name
Contact Email Address - this is the address that User Invitations and Report Schedules are sent from
Currency - select from £ GBP, € EUR, $ USD, $ AUD, CHF
Time Zone - select the default time zone for your Organisation from the dropdown. This can be altered later for specific performances and/or reports
Image - upload a .jpg or a .png image no larger than 1MB
Address
Click Submit to save details
Team Settings - invite team members
Click New Invite in the bottom right corner
On the pop-up, enter their email address and select role from the dropdown.
For more details on the different User Roles, learn more from this Article.
They will receive an email with an invitation, which they can accept by clicking on the link within.
