YakCharts Docs

How to invite a teammate to YakCharts

Account owners and admins

Charts for client reports are rarely one person's job. Invite a teammate by email so they can build and share charts on the same account and plan.

Before you start

  • Owner or admin role
  • A paid plan or an active free trial with a free user seat
Transcript

Add a teammate to your YakCharts account by email.

On the Account page, under Account Users, select Invite by email, and enter your teammate's address.

Choose a Role. Member is selected by default; admins can also invite and remove people.

Select Send invite. YakCharts confirms the invitation was sent to that address.

Select Ok. The invitation waits under Pending invitations, and Revoke cancels it if you change your mind.

Steps

  1. Enter their email ▶ 0:04

    Select Account. Under Account Users, select Invite by email, then enter the Email address.

    Invite a teammate dialog with an email address entered

  2. Choose a role ▶ 0:11

    For Role, keep member or choose admin.

    Role set to member in the invite dialog

  3. Send the invite ▶ 0:18

    Select Send invite. A message confirms Invitation sent to the address.

    Invite Sent message with the teammate's address

  4. Check pending invitations ▶ 0:24

    Select Ok. The invite appears under Pending invitations; select Revoke to cancel it.

    Pending invitations list with the teammate's email and a Revoke button
ResultThe invitation is listed under Pending invitations with a Revoke button until your teammate accepts it.

Next steps

Updated 2026-10-26