To work collaboratively in Dashpivot Web, you must invite people into your workspace through the Users section. You can invite individuals, set their access level, and place them in the right folder depending on the role they need.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Any Dashpivot plan
Permission: Team Controller, Project Controller, or Org Controller
Device: Desktop or tablet
Subscription: Dashpivot Web
Step-by-Step Instructions
Open Dashpivot Web — Sign in and navigate to the Dashpivot workspace where you want to add users.
Select the Appropriate Folder
Decide where the new user should be added:Home Folder — for Org roles (Org Controller/Org Member).
Project Folder — for Project roles (Project Controller/Project Member).
Team Folder — for Team roles (Team Controller/Team Member).
Go to the Users Section
In the selected folder, click on the Users section to view user management options.Choose User Type
At the top of the Users panel, ensure the correct user type is selected (e.g., Dashpivot Contributors).
Select or Enter a User
Type or search for a name or email address in the invite field. Matching workspace users will appear in a dropdown with their avatar, name, and email — select the person you want to invite. Users who already have access to that folder will appear greyed out with the reason shown. If the person isn't in your workspace yet, type their full email address and proceed as normal.
Send Invitation
Click Invite Users. The invitee’s email will be added to the users list with the lowest default permission available.Adjust Permissions (if needed)
Start typing the user's name or email address in the invite field and select them from the dropdown when they appear.User Activation
The invited person will receive an email notification. If they do not already have a Dashpivot account, they must follow the prompts to activate it.
Notes
Only controllers at the respective level can add or manage users at that level (e.g., Project Controllers can add project roles; Org Controllers can add all roles).
If you need to add many users at once, see the Bulk Invite guide.