There are several different ways of inviting an employee to Plecto, which will allow the employee to view or edit your organisation as well as adding data to your data sources depending on the settings.
There is currently three different ways of inviting an employee to Plecto:
These three options are listed below in the article.
You can manually add a new employee in Plecto using the employee's email, if the employee has not already been created in Plecto through an external integration, e.g. Pipedrive or Salesforce.
This is often used when you only want to allow the employee to view your dashboards or if the employee should be creating data through a manual data source.
Please follow these steps to manually create an employee in Plecto:
This will send an email to the invited employe containing login details that can be used to login to Plecto for the first time.
The employee will only be able to view your dashboards without having access to your data sources or any settings unless they have been granted admin access.
You can read more about how to grant an employee administrator access here as well as the different permissions available for each employee here.
External integrations often creates employees automatically in Plecto and links them to the data that is being imported into the data sources. These employees can also be granted login access as well as administrator access like manually created employees.
Please follow these steps to grant an existing employee in Plecto login access:
This will send an email to the invited employee, containing login details that can be used to login to Plecto for the first time.
Your employee's page looks like this if the employee has been created by an external integration. If you want to manually change the team or add another team, click 'Manage this employee manually'.
If you want to invite an employee to your organisation that has previously been invited to any other organisations in Plecto, you have to follow these steps: