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INS 7.1 Review users

  1. Select User management.
  2. Search by user value.
  3. Review the columns: First Name, Last Name, Email, Role, Tenant and Status.
  4. Use Prev, the page number and Next where there is more than one page.
  5. Read the action icons on each row. The pencil icon edits the user, and the red trash icon deletes them.

Your own row's edit and delete actions are disabled. You cannot edit or delete your own Insights record from this page, which is what stops you locking yourself out. Every other row is actionable, so keep at least two Insights administrators.

The Insights user list is a different population from your phone-portal users. On the reviewed tenant this page held two records where Tenant > Users held nineteen. Creating a user here does not create one there, and vice versa. Treat them as two directories that happen to describe the same people.

Figure key, User management​

  1. Insights left navigation, with User management selected.
  2. Search field.
  3. + Create new user button.
  4. First Name column.
  5. Last Name column.
  6. Email column.
  7. Role column.
  8. Tenant column.
  9. Status column.
  10. Row action icons: pencil (edit) and red trash (delete), both disabled on your own row.
  11. Prev, page number and Next.