How to grant read-only access
The general steps. We send exact instructions for your specific tools at kickoff.
Every tool is a little different, so we send you instructions written for your exact version. The pattern is almost always the same:
- Sign in to the tool as an admin.
- Invite a new user using the numarket address we give you.
- Choose the lowest role that can view reports (often called Viewer, Read-only, or Reports).
- Send us a note when it's done. We confirm the connection works and tell you exactly what we can see.
Not sure which role to pick? Choose the most limited one. If we can't see something, we'll ask.
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