Adding new users

Step-by-step

Adding new users to your account

  1. Click the Users link at the top of the page.
  2. Click the Add a User button.
  3. Enter the First Name and Last Name of the user.
  4. Provide a valid Email address.
  5. Add the user to the appropriate Group or Groups.
  6. Assign a Role to the user.
  7. Assign a Custom Property, if applicable.

Send invitation link to a specific user

Customers with admin privileges can either resend an invitation to join Klipfolio or copy an invitation link and email it directly to a specific user. The link will invite the user to log into Klipfolio and set their password. To generate a new invite link:

  1. Click the Users link at the top of the page.
  2. Click on a user name in the All Users list. The User details screen is displayed.



  3. Click Get a New Invite Link. The New Invite Link screen is displayed.



  4. Copy the link and email it to the user.

Is your dashboard ready for new users? Use this checklist to find out.

Note: If you assign a user Administrator rights, they will have access to all information associated with your account, regardless of group membership.

Learn more

Dashboard management

  1. Beta: Free public links
  2. Publish links
  3. NEW: What’s the difference between viewing a dashboard in the app and viewing a published link to a dashboard?
  4. Use RiseVision to display your Klipfolio dashboard on big screen TVs or digital wallboards
  5. Updates to Klipfolio user permissions
  6. Generate a Klipfolio API Key
  7. Push API deprecation, October 30, 2015
  8. Klipfolio is rebranding
  9. NEW: Best Practices for Large Screen Dashboard Display
  10. Guide to displaying Klipfolio Dashboards on a Large Screen Display
  11. Dashboard design considerations
  12. NEW: Working with Company Properties
  13. Authenticating with Google
  14. Adding a custom role and users
  15. Adding new users
  16. Annotations
  17. Building dashboards
  18. Checklist for adding new users
  19. Creating groups and setting default dashboards
  20. NEW: Removing a Klip, dashboard or data source from the Library
  21. Displaying Klips in full screen mode
  22. Downloading a Klip to your computer
  23. Downloading a dashboard and all of its Klips to your computer
  24. Whitelist IP Addresses
  25. Emailing a Klip
  26. Emailing a dashboard and all of its Klips
  27. Sending Scheduled Email Reports of Klips with variables
  28. Embedding a Klip into an HTML page
  29. NEW: Best practices for generating PDF reports
  30. Options for launching Klipfolio
  31. Removing a user from a custom role
  32. Removing a custom role
  33. Setting up an IP address range in Klipfolio
  34. Sharing data sources
  35. Sharing Klips
  36. Sharing dashboards
  37. Dashboard permalinks
  38. User properties
  39. User roles and access permissions
  40. Viewing data source failures and refresh history for an account

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