Go to Luna

Required role: Account Holder, Admin, or App Manager. See Role permissions.


  1. From Users and Access, under People, click the Add icon (+).

  2. Enter the following Details

    1. First name - Luna

    2. Last Name - Integrations

    3. Email Address - [email protected]

  3. New User Role - should be Sales or Finance as they are the only users that have access to the reporting

  4. Determine if the user should be granted access only to specific apps. Note that user roles apply to the user in general and are not app-specific.

  5. Click Invite.

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