This feature is restricted to users with admin access. If you require an additional user account, please speak to your account administrator first. Insites will not be able to create or delete users, or reset non-administrator user passwords, without prior consent from your account administrator.
Teams change from time to time, so being able to manage users is an essential part of Insites. In this section, you can create new users, delete old users, change user details (including name, email address) and reset passwords.
Roles
Users in Insites are assigned one of the following roles:
Viewer
This will be the client or lead. They are only able to view the audits and click through the tabs.
User
This tier would mostly be used by your sales reps. They can generate an audit, share it and amend the settings for specific businesses.
Advanced user
They are able to do everything the viewer and user can do, in addition to being able to view usage reports and run batch audits of up to 10,000 businesses.
Team Manager
A team manager can do everything a user and viewer can do, in addition to being able to view usage reports and add and manage the users within their assigned team.
Admin
Admins can do all of the above and manage the account as a whole. They're responsible for the account setup. They're able to edit the audits, account settings, test weights and assign audit limits to teams and users within the account.
Create new user
Only users with administrator privileges can manage users.
Click on the profile silhouette in the top right-hand corner of the screen, then select Users & permissions
Click on the + Add new user button
Enter the required details into the relevant fields:
Full name
Email
Role [Viewer | User | Advanced user | Admin]
Password (including confirmation) – ensure it meets the minimum password requirements
If you want to force the user to create their own password when they log in for the first time, ensure that the Force Password Change on Next Login box is checked
Click Add.
Once a new user has been created, they will get an email to their inbox inviting them to start using their new Insites account. If you've white-labelled your account, this email will also be white-labelled.
Delete old user
You may need to delete old user accounts that are no longer required. It is not essential, but we recommend doing this should a user leave the company or no longer requires access to Insites, to ensure that any possibility of unauthorized access is minimized.
Repeat steps 1 and 2 in Create new user
If you have a large user database, you can search for the user via name or email address in the search bar, or you can scroll down and find their account manually
Click the red cross next to the user account you wish to delete
In the popup confirmation box, click Delete user
The user account will then be deleted.
Change user details or reset password
It is possible to change an existing user’s details if required, for example, if their email address changes or if they change their name. You can also reset the user’s password too.
Repeat steps 1, 2 and 3 in Delete old user to locate the user you need to change
Click on the small cog icon next to the user account you wish to change. This will take you into that user’s account settings
Make the necessary changes to the user’s account
If you are resetting the user’s password, ensure that it meets the minimum password requirements and that you check the box to Force Password Change on Next Login if appropriate
Click Save when you are finished to make the changes permanent.
Minimum password requirements
For security purposes, we enforce minimum password requirements within Insites. Each user password must be a minimum of 8 characters and a maximum of 30 characters.