Manage Users and Roles
Updated
by Shivam Bhonsle
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
- Navigate to Settings → Users to see a list of your current users
- Click
and input the user's details to be added
- Select the appropriate user access level:
- Viewer: All reporting access, with restricted access to admin settings
- Admin: All reporting access and complete access to all settings
- Click
to finalise the addition of any new users
- Navigate back to the user's list where your permissions have now been updated
Changing User Roles & Removing Users
- Navigate to Settings → Users to see a list of your current users
- Click
for the user's access that you want to update or remove
- Select user access level (See above for Roles & Permissions)
- Click
to confirm your selection
- Click
to remove any user. This will be immediately applied.