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How to Invite Users to Collate

Data is a team game and Collate is a platform to discover, collaborate and get your data right. Collaboration works best when all the team members have access to a standard tool. Admins can send invitations and invite users to onboard to Collate.
  • Navigate to Settings >> Team & User Management >> Users and click on Add Users.
Team & User Management Users Add User
  • Enter the details and click on Create.
    • Email,
    • Display Name,
    • Description,
    • Teams - Users can be invited to multiple teams.
    • Roles - Multiple roles can be assigned to a user.
    • Admin - Use the toggle to provide Admin access.
Note: Users will inherit the Roles that apply to the Team they belong to. Additional roles can be explicitly assigned to a user.
Add User

How to Add Users to Teams

Add users to the relevant teams or sub teams.