Recipients
Access, right sized.
A recipient is someone who reads the report, not someone who logs in to build it. Give them a scoped link, a clean profile, and nothing else. When the next report goes out, they are the first to see it.
Recipients
Everyone who reads your reports. Scoped and signed.
The roster
Who reads each report.
Permission map
What a recipient can and cannot do.
Delivery
Lands where it belongs.
The question is not how to give someone a login. The question is how to give them the report. Recipients are built for the second question.
From: Saya <[email protected]>
Realm · March update is live
MRR grew 14.2%. NRR held at 115%. Full letter at the link below.
Slack
March investor update
MRR $142.8k · NRR 115% · 412 new
Open reportLive link
Signed · revocable · 10 seats
march-update.pdf
4 pages · 1.4 MB · 18 mo archive
Questions
Short and honest.
Do recipients need an account?+
No. A signed link is enough. If they want a dashboard later, they can accept an invitation to the workspace.
Can I revoke access?+
Any time. Revoked links stop opening the report immediately.
Do recipients see each other?+
No. Recipients never see the rest of the recipient list.
How many recipients per report?+
Unlimited on the Pro plan. Starter is capped at ten per report.