There are a few different ways you can provide your teams with access to Kapiche Dashboard's. Use the links below to jump to the relevant section!

  1. Using Approved Domains

  2. Inviting a NEW Dashboard user to Kapiche

  3. Sharing a new Dashboard with an EXISTING Kapiche user

  4. Removing a dashboard user from a specific Dashboard

Adding new Dashboard users via Approved Domains

Instead of manually inviting multiple new users to your Dashboard you can share a link with Approved Domains enabled:

  1. Go to the Dashboard you want to invite them to

  2. Click on the 'Share' icon towards the top-right corner of the page

  3. If Approved Domains are setup you will see the shareable URL as highlighted, which you can copy and provide to new users

  4. If the user already has a Kapiche account linked to an email that matches your Approved Domain, they will automatically get access

  5. If not, they will be asked to register using an email that matches your Approved Domain

(Refer to this guide for instructions on setting up Approved Domains)

Adding a new Dashboard user to Kapiche

To maintain top security, we have a two-step authentication process when it comes to adding new Dashboard users to Kapiche:

Step 1: Generate an invitation via the Dashboard menu:

  1. Navigate to the specific Dashboard you would like to add a new user to

  2. Click on the 'Share' icon towards the top-right corner of the page

  3. Type the email of the person you want to add into the invite box

  4. Hit enter to send an invitation to your new user

Step 2: Your user will need to activate their account

Your new user will receive an email invitation to activate their Kapiche account - they'll need to follow the instructions in their email in order to complete the registration process.

Adding an existing user to a Kapiche Dashboard

If you would like to invite an existing user to a new Kapiche Dashboard:

  1. Head to the Dashboard you'd like to invite them to

  2. Click on the 'Share' icon towards the top-right corner of the page

  3. Type the email of the user you'd like to invite in the search box menu

  4. Click on their name once it appears in the dropdown menu

From there, they'll receive an email with a link to view/access the Dashboard!

Removing a dashboard user from a specific Dashboard

  1. Head to the Dashboard you'd like to remove the user from

  2. Click on the 'Share' icon towards the top-right corner of the page

  3. Select the 'Who Has Access' tab

  4. Locate the user in the list of active users

  5. Click the 'Remove' button

  6. Done!

Questions? 🤔

If you have any questions about managing users in Kapiche (or anything else!) you can get in touch with us any time by hitting the blue chat button to your right 👉

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