Manage Users and Roles

This article outlines the different user roles and how to add new team members in Insightech.

Who you might want to add as a user to Insightech:

  • Ecommerce managers
  • Digital product managers
  • Optimisation teams
  • Reporting & analytics teams
  • Customer support teams
  • IT teams or developers
  • CRM teams

Understanding Roles & Permissions

Role

Permissions

Admin

Users with an admin role can manage/add/remove users, can customise tracking code / PII masking rules, and have 'Edit' access to all reports.

Viewer

Viewers have 'View' access to all reports, and can create their own custom segments. They will not have access to change the underlying profile settings.

Remove Access

Submitting a request for a selected user by choosing this role will remove them from the profile

Adding New Users

  1. Navigate to Settings → Users to see a list of your current users

  1. Click and input the user's details to be added
  2. Select the appropriate user access level:
    1. Viewer: All reporting access, with restricted access to admin settings
    2. Admin: All reporting access and complete access to all settings
  3. Click  to finalise the addition of any new users
  4. Navigate back to the user's list where your permissions have now been updated

Changing User Roles & Removing Users

  1. Navigate to Settings → Users to see a list of your current users
  2. Click for the user's access that you want to update or remove
  3. Select user access level (See above for Roles & Permissions)
  4. Click  to confirm your selection
  5. Click  to remove any user. This will be immediately applied. 

How did we do?

Implement Your Tracking Code

Set Up Conversion and Revenue Tracking for Reports

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