Before we get started...
First, you will need to add the new recipient as a user on your organisation. Detailed instructions can be found in the link below.
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.
Go to Reports and select your report
To add the new recipient:
– Go to Reports on the 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.
See link below for how to create a report.
Edit the report
– Click Edit in the top right corner
Go to the "Select Recipients" page
Select the required recipients
Save the changes
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.
Need further assistance?
1300 30 33 34.
Related Topics:
Adding a new User to Clever Logger
Expanding your staff? Make sure they have access to your system.
How to add a new user to notification groups
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