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First you will need to add the new recipient as a user on your organisation. Detailed instructions can be found here: Adding more users to your organisation
This can be done by going to Settings -> Users -> Invite User
Once they have accepted the invitation and set-up an account then you will be able to proceed with adding the new recipient.
To add the new recipient:
– Go to Reports on the blue side-bar on the left
– Click on the report that you want them to receive
If you aren’t seeing any reports listed this may be because you have none scheduled.
– Click Edit in the top right corner
– Continue clicking the Next button until you reach the Select Recipients page.
– Tick the user you wish to add onto receiving this report
– Press Next once more and finish updating the report
Tip: If you can not see the user you wish to add as a recipient, it may be because they have not set-up their account yet.
Press Next until you reach the end of the setup wizard.
Warning: If you close the page without going to the end of the wizard, your changes will not be saved.
If you have any issues please contact us on 1300 30 33 34.
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