Adding Users To Executive Insights

Adding Users Individually

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
   

Adding Users In Bulk

To save time, if there are a significant number of users that need to be added to the user list, you can upload a CSV that maps users to their assigned role. 

1. From the "Users and Roles" page, illustrated above, you can find bulk upload options labelled "Upload", "Download", and "Template" in the bottom righthand corner.

2. Click "Template" to download a template of the bulk upload CSV, which include columns for "Email" and "Role".

3. Upload your CSV that contains the mapping of users to roles, with columns that match the Template. Confirm the columns are in the same order as the Template, or you may encounter errors.
   

4. After the upload completes, it is important to confirm that the roles and permissions from your CSV are correctly represented in the user list table.