External Reports Link

If you want to allow someone to view specific data, there is no need to give them permission to the platform's back office. You can simply create a user for them to view specific reports. 

Step 1 - 

Add the user to your contacts. (if he/she is already a contact, skip to step 3). 

Click on the company name and choose Contacts, then choose Manage Contacts.

Step 2 - 

Add a new contact, and fill in its details. 

Step 3 -

Once the user is listed in your company's contacts, you can give them external access to a specific report (or more than 1). 

Choose the relevant report from the reports list and click on the View icon - 

Now choose Add access and select the relevant contact from the contacts list.

Once you chose a contact, save it. 

You can find the external reports link, at the bottom of the reports page. This link can be shared with the relevant contacts.