1

Introduction

To manage your account more efficiently, you can invite team members to help you work within your Camlytics account. This is easy to set up via the Team section in the portal.

2

Inviting a team member

To invite someone to your team:

  • Go to the Team section.
  • Click the Add team member button.
  • Enter the email of the person you want to invite.
  • Note: The user must not already be registered in Camlytics. If the email is already linked to an existing account, use a different email for the invitation.
  • Assign permissions (see below).
  • Click Create.

Once the invitation is sent, the user will receive an email with a registration link. Following this link, they can register as a Team Member under your account.


3

Permissions

When inviting a team member, you can assign permissions to control which parts of the system they can access and what actions they can perform. Each permission can be set to:

  • None – no access
  • Show – view only
  • Edit – full access (create, edit, delete)
  • Edit own only – available for reports, limits editing to reports the user created

Available permission categories:

  • Dashboards
  • Reports
  • Live view
  • Events
  • Locations
  • Settings
  • Billing
  • Help

You can also restrict access to specific dashboards and locations using the Visible Dashboards and Visible Locations fields.


4

Team member list

After a user accepts the invitation and registers, they will appear in the Team members table.

The table shows the following details for each team member:

  • Email
  • Name (set during registration)
  • Permissions – which modules are accessible and with what access level
  • Status – indicates whether the user is active

You can manage each team member using the available action buttons:

  • Edit – change the user’s permissions, visible dashboards, or locations
  • Disable – temporarily suspend access without deleting the account
  • Remove – permanently delete the user from your team

This makes it easy to collaborate while keeping full control over access and visibility across your account.