INS 1 Open NCS Insights

1. Sign in to the tenant portal and open the dashboard.
2. Locate the Other Available Modules heading.
3. Select the NCS Insights card.

Insights opens in a new browser tab at https://<your-subdomain>/insights, using the same subdomain as your phone portal. It inherits your existing session, so you are not asked to sign in a second time.

If the tile appears to do nothing, your browser blocked a pop-up. The tile opens the new tab with a pop-up call, so a pop-up blocker prevents the tab from ever being created and the selection looks like it failed. Two fixes:

• Allow pop-ups for your NCS subdomain in your browser, then select the tile again.
• Or open https://<your-subdomain>/insights directly in a new tab. The session carries over either way.

Insights has its own account menu. It does include a Profile item. Select the circular initials button in the header to open it, confirm the name and email shown, and select Logout at the end of a session. Selecting Profile does not open a separate profile page in this release, so use Tenant > Users in the phone portal to change a user's details. The phone portal's own account menu has no Profile item at all: if you are hunting for Profile, you are in Insights.

Figure key, opening NCS Insights

1. Tenant dashboard.
2. Other Available Modules heading.
3. NCS Insights card.
4. New browser tab, at https://<your-subdomain>/insights.
5. Insights left navigation, nine items: Dashboard, Call, Files, Agents, Voice health, User management, Roles & permissions, Billing, Settings.
6. Circular initials button in the header, opens the account menu.
7. Account menu, showing the name, the email address, Profile and Logout.