You can invite team members or clients to collaborate in your workspace with their own account using our Collaboration feature under Settings. Users invited who do not have a Funnelytics account will be required to create an account via the link that is automatically sent to their email.
Here's how:
Written Instructions:
Invite Collaborates from your Workspace:
To invite your clients to your workspace, go to the 'Collaborate' tab in your workspace.
Add the names and emails of the people you want to invite and 'Send Invite'.
Users must log in to view the workspaces that have been shared with them.
Removing an email from the collaborators' list will remove the user's access to the workspace.
Collaborators will be able to have access to ALL funnels stored in the workspace that is shared with them.
Collaborator Permissions
Read and Write Access
Currently, the only available option. Read and Write collaborator can view, add, and edit the canvas and can view the analytics.
Note: Collaborators cannot access Workspace Settings currently - if you want a collaborator to access those settings (ie. access to analytics script, cross-domain whitelist, etc), they will need to be given full access to the owner's account.