Adding new users to InfiniGrow is quick an easy. InfiniGrow does not limit the number of users who can access your account, so you can give anyone on your team access to InfiniGrows analysis, planning, and forecasting capabilities.
You can tailor the experience per user to maximize relevance, using “onboarding presets”. This will determine the reports and business questions the invited user will get as part of their Getting Started page.
Follow the steps below to invite new team members to your InfiniGrow account.
Step 1: Go to the Account page
Click on the setting wheel and choose Account.
Step 2: Add a new user
Click on the “Add” button, below the Team Members table, to add a new user to the platform. A pop-up window for a user’s invite will open.
Step 3: Invite User (Basic Details)
Fill in the new user’s details: First Name, Last Name and Email.
Choose the user’s role from the dropdown list.
Choose whether the user should get “Admin” permissions, or “User” permissions.
Click “Next” to continue.
Step 4: Invite User (Customize Onboarding)
Next, choose an “Onboarding preset” from the dropdown.
This preset will determine the reports and business questions the invited user will get as part of their Getting Started page.
Step 4.1 - Create New Preset
In case there isn’t any relevant preset in the list, use the “Create New” to define a new preset.
Give your new preset a name (for example “Marketing Managers”).
Choose the relevant reports and business questions.
These will be shown in the “Getting Started” page to users with this preset.
Click “Create preset”.
Step 5: Finish Invite User
Once all is set, click on the “Invite user” button to send an invitation to the new user.
That’s it! Once the user has been added to the table, an email will be sent to the user for creating a password and login to the platform.