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Configuring Insites
Adding & managing users
Adding & managing users

Adding, deleting and changing users passwords and roles

Zoe Fletcher avatar
Written by Zoe Fletcher
Updated over a week ago

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.


Users in Insites are assigned one of the following roles:

Create new user

Only users with administrator privileges can manage users.

  1. Click on the profile silhouette in the top right-hand corner of the screen, then select Users & permissions

  2. Click on the + Add new user button

  3. Enter the required details into the relevant fields:

    1. Full name

    2. Email

    3. Role [Viewer | User | Advanced user | Admin]

    4. Password (including confirmation) – ensure it meets the minimum password requirements

  4. 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

  5. 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.

  1. Repeat steps 1 and 2 in Create new user

  2. 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

  3. Click the red cross next to the user account you wish to delete

  4. 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.

  1. Repeat steps 1, 2 and 3 in Delete old user to locate the user you need to change

  2. 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

  3. Make the necessary changes to the user’s account

    1. 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

  4. 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.

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