Team and account
Decide who should get access first
Not everyone needs the same level of access on day one.
Step by step
- Invite the people who will actively review sessions, events, or funnels.
- Start with read-focused access for stakeholders who only need reporting visibility.
- Reserve edit or admin access for people who will manage setup and configuration.
Team and account
Send the invitation
Use the team or members area in ClickSight to add the person by email address.
Invite team member flow placeholder
Step by step
- Open the team or members section.
- Enter the teammate’s email address.
- Select the appropriate role and send the invite.
Team and account
Keep access clean over time
Team access should be reviewed periodically, especially after role changes.
Step by step
- Remove old contractors or inactive users.
- Lower access levels if someone no longer needs edit permissions.
- Use role-based access consistently so ownership stays clear.