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User Account Management
Updated over 8 months ago

The 'Manage Users' interface is found under the 'Admin Tab', and is only accessible to those users who have Administration access privileges associated with their account. Within your organisation this is most likely to be your system administrators, and personnel managers.

The user list opens in the left-hand pane and allows the administrator to search and filter user records, as well as to create and delete user accounts through the use of the interface controls detailed below.

The 'New' Button

Used to open the New User wizard, to create a new user account.

The 'Delete' Button

Used to delete the user that is currently selected in the list.

The 'Display' Drop-Down Filter

Used to select conditions for filtering the currently displayed user accounts. This is useful if the administrator exclusively wants to view users with or without the ability to log in to the Iinsight system.

The Search Interface

Comprised of the 'Search Terms Box', the 'Condition Filter Drop-Down', and the 'Find' button, these three interface controls are used together to determine specific criteria and filter the entire user list according to this condition.

The 'Fields Edit' Button
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This button is used to determine the fields displayed for each user currently shown in the case list.

The 'Add Rates' Button

This button is used to add multiple rates for the employees listed in the User List rather than each rate being added individually.

The 'Export' Button

This button is used to export all the users listed in the manage users page in the Excel file

The 'User Details' interface opens in the right-hand pane and contains controls that allow the administrator to view and edit the user's information and their access privileges to the Iinsight system.

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