Once you have implemented your Insightech tag, it will be time to add your team into the platform. The teams that you would want to include depend on your business and insights you are looking to gain from Insightech. 


Who you might consider adding include: 

  • Ecommerce, digital product or optimisation teams
  • Customer support teams
  • IT or developer teams
  • Reporting, analytics, and data science teams
  • CRM teams


Ensure that a team is selected for the onboarding and training workshops that Insightech runs with your team


Adding your First Users to Insightech


  1. Find the User Management Settings under Settings → Users to see a list of the current users.


  2. Click Add User and input the user details to be added

  3. Select the user access level:
    • Viewer:  All reporting access, with restricted settings to admin settings
    • Admin: All reporting access and complete access to all settings

  4. Click Grant Access to finalise the addition of any new users

  5. Navigate back to the user's list where your permissions have now been updated

Roles Explained
 

Admin


Users with an admin role have access all the reports, segments they have created public segments, rights to manage funnels, user accesses, profile setup and custom PII masking. 


Viewer

Viewers can access all the reports, segments they have created and public segments that have been created. They will not have access to change the underlying profile settings. .