Adding Users To Executive Insights

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

Add users step 1.png

  1. Click the three line menu in the top left-hand side of the page
  2. Click “Administration”
    Step 3 access user management.png
  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
    Step 5 Add User.png
  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
    Step 8 user role.png
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