Connect your first data source to DataPocket and then follow these steps to have it shared with your teammates or stakeholders.
1. How can I share my data with another user?
Head to your organization and once you are inside, where all your data sources are displayed:
1.1 Click “Access Management”
Or press on "Add" button.
1.2 Click “Invitations”
Click "Send invite".
1.3 Write the user's email for the invitation.
Indicate the email to send the invitation.
1.4 Choose the role
You can configure the role that you wish to provide for your teammates or stakeholders.
1.5 Send the invitation
2. What data will you share with your team members or stakeholders?
When inviting a new team member to join your organization, you can set their role to control their operations. Options include full access, access to all operations except payments and billing, read-only with invitation permissions, or read-only.
Please note that regardless of the role you choose, new members will have access to view all connected data sources within your organization.
3. How to manage team members?
You can manage your team members on "Access Management".
3.1 Click “Access Management”
Or press on "Add" button.
3.2 Controlling invitations
You can control the pending invitations, if your change your mind you can delete it.
3.2.1 Press on "Revoke".
3.2.2 Type "revoke" to confirm.
3.2.3 Click on "Revoke invitation" to delete it.
3.3 Managing roles
You can change the access role of your users at any time.
3.3.1 Click on the role.
3.3.2 Choose the new role.
3.3.3 User updated successfully.
3.4 Eliminating a user
3.4.1 Click the “Revoke Access” button.
3.4.2 Type the email that you want to revoke the access or cancel the action.
3.4.3 Click the “Revoke Access” button to confirm the process.
