User Management Guide

The new user management feature allows you to effortlessly add, remove, or modify user access without needing assistance from PeopleInsight analysts.

• Accessing User Management
  • Account Types
  • Users
• Adding a New User
• Removing a User
• Changing a User's Account Type

Accessing User Management

1. Log in to PeopleInsight.
2. Navigate to the User Management option under Management in the top-right corner.

Once you click on that, you will see the following options:

Account Types:

Account types define the level of access for each user. The names are customizable. As a default, they are formatted as:
Company Name – Admin – (1, 2, 3, etc.)

Examples:

• Admin1: Access to "HR Summary" and "HRBP" tiles.
• Admin2: Access to "HRBP" tile only.

In order to see what workbooks an admin account has access to, select the account type and click on "See Views"

Users:

Users contain the list of people who have access to PeopleInsight.

Adding a New User

1. Click Add User.
2. Fill in the details:
   • Username: Enter the user’s email address.
   • Account Type: Select the appropriate admin account.
3. Click Save.
4. In the user list, find the newly added user and click Activate User.

The user will be added.

Removing a User

1. In the user list, locate the user.
2. Click Deactivate User.

The user’s access will be revoked.

Changing a User’s Account Type

1. Locate the user in the user list and click Edit User.

   2. Select the new account type.

 3. Click Save.

*To change what workbooks an admin account has access to or to create new admin accounts, please contact your PeopleInsight analysts.