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Manual

User Management

The User module in every instance of Insightloupe is a central repository of users that have been created on that particular instance. We can control everything related to user access from this module.

Users on Insightloupe are segregated into different folders on the basis of client name they are mapped to. For more details about client categories on Insightloupe, please refer to client management

Users created on Insightloupe can be of two types:

  • Manager User
  • Normal User

Evalueserve users assigned as Manager can visit the Users module by clicking on the Users sub-menu under the Administration module in the navigation menu.

Please note that it is not necessary that a Manager user will have manager access to a project. Manager users can have viewer/analyst/manager access to a project while non-manager users can have viewer/analyst. Users having manager access to a client can Create, Delete, or Edit details/access of users belonging to that client.

Create New User

Follow the steps provided below to create a new User:

  1. Click on Add new button on the user’s page.
  2. Provide the email ID and primary Client of the user.
    • The First name and Last name will get autofill from the Email ID but can be edited by the user.
  3. If you want to add the user as a manager user, then check the Is manager checkbox.
  4. Click on Submit Button.

Search and filter User

This allows users to filter users based on two different mechanism:

  • Text based filter: Users can filter the users based on the first and last name, email, user name and client name.

  • Pre-defined filter: Users can filter the users using the pre-defined quick filter from the dropdown. Following are pre-defined quick filter that user can use:

    • Managers
    • Non Managers
    • Deleted
    • Not Deleted
    • Expired
    • Not Expired

Delete User

Follow the steps provided below to Delete the User:

  1. Select card options by clicking on the ellipsis icon at the top right corner of user card.
  2. Select delete and click yes on the final prompt.

Edit User Details

Follow the steps provided below to edit the user’s details:

  1. Click on the User card.
  2. Click on edit icon of User Details widget.
  3. Edit the details you want to edit such as Client, First name, and Last name.
  4. Click on Submit button to save changes.

Access to Project

Users may not have access to all the projects belonging to the client that the user has access to. The user can be provided different permissions for different projects based on requirement. Users who have the manager access to project’s client can provide access to other users. Following types of access can be provided:

  • No Access: The user will have no access to the project.
  • Viewer Access: Users with this access can view all the details of a project but can’t make any changes to it. However, they can add comments to documents on documents module.
  • Analyst Access: Make changes in the project but cannot assign other users to the project or create a new project.
  • Manager Access: Assign users to a project and edit the project settings.

Follow the steps provided below to provide access to a project:

  1. Click on the User card.
  2. Click on edit icon of Access to Project widget.
    • Projects to which the logged-in user has Manager access will be listed here.
  3. Provide suitable access to the user and all the changes will be saved automatically.

Deactivate User

Set deactivation date to revoke access from all Insightloupe Instances. User account will be deleted from all instances on the set deactivation date. There are two options available setting deactivation date:

Deactivate account of team member

Follow the steps provided below to deactivate the user:

  1. Select card options by clicking on the ellipsis icon at the top right corner of user card.
  2. Select set deactivation date option and set the date at which the account will be deactivated.
  3. Click on the save button.

Transfer Ownership

Users can transfer ownership of all their projects due to reasons like change of role, change of project, leaving the organization, etc. In such cases, ownership of the projects can be transferred to the user belonging to the same client.

Follow the steps provided below to transfer ownership of the user:

  1. Click on the profile icon on the right side and select My Profile from the dropdown.
  2. Click on the Transfer ownership button and select the user to which you want to transfer ownership.
    • Users can only transfer ownership to client’s manager user.
  3. Click on the Save button.
    • Complete ownership of all the user’s projects, reports, alerts, and tasks will be transferred to the user to whom ownership is transferred.