Adding Users To Executive Insights

Starting from the the Executive Insights dashboard. Follow the steps below:

1. Click the three line menu in the top left-hand side of the page
2. Click “Administration”
   
   
3. Click “Users and Roles”
4. Click “Add User” on the right-hand side of the screen
5. Type the new user’s email address into the box and hit enter
   
   
6. Click “Add user”
7. Search for the new user’s email address in the search bar
8. Confirm that the new user has the appropriate role assigned them
9. Click the arrow to change the role, if necessary