- From your BI Dashboard, go to Owner Panel (gear icon on the left side)
- Toggle active users to hide inactive users
- Click each cards that summarize overall platform adoption and user engagement
-
Show or Hide Columns
- Click Search to filter your view
Note: Applicable when adding a user who is not an active user in your connected CRM.
- Use Bulk Invite to send invitations to multiple users at once
- Click export button to download current page or all pages of your report in CSV format