Inviting your team

Genuics is better with your team. Invite colleagues so they can view dashboards, collaborate on actions, and get report subscriptions.

Invite users

1. Go to Setup > User Management > Users in the sidebar.
2. Click Add User.
3. Enter the person's name and email address.
4. Choose a role - Admin for full access or Member for standard access. You can also assign a custom role if your organization has created them.
5. Optionally assign them to a team (this controls which datasets they can see).
6. Click Save. They'll receive an invitation email with a link to set up their password and log in.

Organize into teams

Teams (also called Lines of Business) help you scope data access. When a user is assigned to a team, they see only the datasets and dashboards associated with that team.

1. Go to Setup > User Management > Teams.
2. Click Create Team.
3. Give the team a name and optional description.
4. Assign users to the team from the team detail page or from each user's profile.

Understand roles

Genuics has two built-in roles, plus custom roles:

Role	What they can do
Admin	Everything - manage users, settings, billing, and all resources
Member	View and interact with dashboards, reports, and actions based on their permissions
Custom roles	Fine-grained permissions you define (e.g., "Analyst" with report access but no admin)

For more detail on configuring permissions, see Roles and permissions.

User limits by plan

Plan	Max users
Free	1
Starter	5
Pro	25
Enterprise	Unlimited

Need more seats? You can purchase additional seats as add-ons from Organization Settings > Plans & Billing.

Next steps

Your team is set up! Now explore:

• Sharing dashboards with specific team members
• Roles and permissions for fine-grained access control