6. Managing Users
6. Managing Users
Click the “Users” link in the left navigation to go to the User Management page. Here, you can manage your Users, as well as their access to the Insights platform.
Add + Edit User
Click “Add New User” in the top right to create a new user; click the “Action” drop down and then “Edit” to edit an existing user.
Enter or update a user’s name, email, “active” status, role, and site access.
- Click “Send Invite” to create the new user and send them a welcome email, which will prompt them to set their password and then log in
- Click “Save” to update an existing user
Deactivating a User
Users that are set to “Inactive” will no longer be allowed to log into the Insights Platform.
To deactivate a user, either:
- Click “Edit” for a user, and then set their status to “Inactive” and click “Save”
Roles
There are 2 roles that a user can have that restrict access to different features:
Table of User Roles & Permissions
User Role
User Permission
Admin
- Manage users
- View Inspections
- Generate reports
Site Viewer
- View Inspections
- Generate reports
Site Access
A user can also be restricted to seeing data that only pertains to certain sites by setting the Site Access on the Add/Edit New User panel.
- Select “All Sites” if the user should have no Site restrictions.
- Select “Only Specific Sites”, and then search for and check the sites that this user should be restricted to.
Note: Site Access is not applicable to customers that only have inspections of utility assets.
6. Managing Users
6. Managing Users
Click the “Users” link in the left navigation to go to the User Management page. Here, you can manage your Users, as well as their access to the Insights platform.
Add + Edit User
Click “Add New User” in the top right to create a new user; click the “Action” drop down and then “Edit” to edit an existing user.
Enter or update a user’s name, email, “active” status, role, and site access.
- Click “Send Invite” to create the new user and send them a welcome email, which will prompt them to set their password and then log in
- Click “Save” to update an existing user
Deactivating a User
Users that are set to “Inactive” will no longer be allowed to log into the Insights Platform.
To deactivate a user, either:
- Click “Edit” for a user, and then set their status to “Inactive” and click “Save”
Roles
There are 2 roles that a user can have that restrict access to different features:
Table of User Roles & Permissions
User Role
User Permission
Admin
- Manage users
- View Inspections
- Generate reports
Site Viewer
- View Inspections
- Generate reports
Site Access
A user can also be restricted to seeing data that only pertains to certain sites by setting the Site Access on the Add/Edit New User panel.
- Select “All Sites” if the user should have no Site restrictions.
- Select “Only Specific Sites”, and then search for and check the sites that this user should be restricted to.
Note: Site Access is not applicable to customers that only have inspections of utility assets.
6. Managing Users
6. Managing Users
Click the “Users” link in the left navigation to go to the User Management page. Here, you can manage your Users, as well as their access to the Insights platform.
Add + Edit User
Click “Add New User” in the top right to create a new user; click the “Action” drop down and then “Edit” to edit an existing user.
Enter or update a user’s name, email, “active” status, role, and site access.
- Click “Send Invite” to create the new user and send them a welcome email, which will prompt them to set their password and then log in
- Click “Save” to update an existing user
Deactivating a User
Users that are set to “Inactive” will no longer be allowed to log into the Insights Platform.
To deactivate a user, either:
- Click “Edit” for a user, and then set their status to “Inactive” and click “Save”
Roles
There are 2 roles that a user can have that restrict access to different features:
Table of User Roles & Permissions
User Role
User Permission
Admin
- Manage users
- View Inspections
- Generate reports
Site Viewer
- View Inspections
- Generate reports
Site Access
A user can also be restricted to seeing data that only pertains to certain sites by setting the Site Access on the Add/Edit New User panel.
- Select “All Sites” if the user should have no Site restrictions.
- Select “Only Specific Sites”, and then search for and check the sites that this user should be restricted to.
Note: Site Access is not applicable to customers that only have inspections of utility assets.