How to Manage a User's Profile

In the Administration > Users > Add User in the My Insight menu, you'll see the User Add/Edit form.

User Add/Edit form

Click on the various tabs to get more information on the data that is entered on that tab.

• User General Tab
• User System Roles
• User Preferences
• Resource Info

You can also add users in bulk using the Import Users from Excel feature or Copy an Existing User if the new user is similar to an existing user's roles and information.

Editing an Existing User

In the Administration > Users > Users in the left navigation, you'll see the User List.

1. In the Admin column, click the More Options icon for the user.
2. The User Add/Edit form appears (see above for individual tabs)
3. Click Edit

Once you add new users, you can track the total user count at the top of the Admin Account Settings page.