Only admin users can invite other users to Soal

​
Manual Invitations

One option to invite users is to add each user email address manually.

  1. Go to Workspace in the left side panel
  2. Go to Users
  3. Click on the Invite User button, which is located on the right side of the screen above the users table.
  4. Enter the user’s
    • email address
    • last name
    • team
    • whether they are part of the data team or not Note that embedded data analysts and scientists (ex. in marketing, ops, etc..) should be considered part of the data team

​
Port Over Users from 3rd Party

The recommended way to add users is to import from a 3rd party tool that you have connected to Soal. Common examples are issue tracking systems (ex. Jira) and messaging systems (ex. Slack).

Only admin users can invite other users to Soal

​
Manual Invitations

One option to invite users is to add each user email address manually.

  1. Go to Workspace in the left side panel
  2. Go to Users
  3. Click on the Invite User button, which is located on the right side of the screen above the users table.
  4. Enter the user’s
    • email address
    • last name
    • team
    • whether they are part of the data team or not Note that embedded data analysts and scientists (ex. in marketing, ops, etc..) should be considered part of the data team

​
Port Over Users from 3rd Party

The recommended way to add users is to import from a 3rd party tool that you have connected to Soal. Common examples are issue tracking systems (ex. Jira) and messaging systems (ex. Slack).