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
- Reporting, analytics, and data science teams
- Customer support teams
- IT or developer 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
Find the User Management Settings under Settings → Users to see a list of the current users.
- Click Add User and input the user details to be added
- 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
- Click Grant Access to finalise the addition of any new users
- Navigate back to the user's list where your permissions have now been updated