Managing People

The People page lists everyone in your Console account and everyone you have invited. From it, you change a person's role or remove them.

You need the Admin role or above to see the People page. Others see the message You need admin access to view the people in this account.

Viewing People

Navigate to People from the main menu. Each row shows the person's name and email, their account access (role) and their status. Pending invitations show in the same list. Use the search box to find someone.

Changing a Person's Role

1. Open the person's actions menu and select Edit access.
2. Choose the new role.
3. Select Save changes.

The new role applies to every instance and folder in the account. Only an Owner can make someone an Admin. The account Owner's own role cannot be changed here.

Removing a Person

1. Open the person's actions menu and select Remove from account.
2. Confirm.

They lose all access to this account straight away. You can invite them again later. To withdraw an invitation that was not accepted yet, choose Revoke invite instead.

Passwords

People sign in with their Insites account, so the Console has no password reset for other people. Each person resets their own password from the Insites sign-in page.