How-to Guides
How to invite new users to Wink Reports in Wink V2
Adding additional users to your organization in Wink Reports is a straightforward process. Follow these steps to invite a new user:
Updated
Video Walkthrough
For a visual walkthrough, watch the attached Loom video:
. It demonstrates the process step by step for easy reference.
In the Home menu, click the right arrow beside your organization name.
In the Organisation menu, select Users.
- The User Management screen will display all current users and outstanding invitations.
Note: If you have access to multiple organizations, ensure you select the correct one before proceeding.
In the upper-right corner, click the Invite Users button.
- The Invite a New User to Wink Reports screen will appear.
Enter the email address of the new user.
- You can invite multiple users at the same time by entering multiple email addresses.
Click Invite.
- The new user will receive an email with instructions to join Wink Reports and create a password for their account.
Once the invitation is accepted, update the user’s team assignment.
Adjust their roles and add them to the necessary teams.
The new user will now have access to Wink Reports and can run reports for the organization(s) they’ve been granted access to.