Insites Docs Console PeopleManaging Users

Managing Users

Last updated on June 19, 2024

This document discusses various aspects of managing users within the Insites Console. It is divided into the following topics:

  • Viewing all Console Users
  • Sending a Password Reset Link
  • Removing a User from the Console

Viewing all Console Users

To view all users in your Console account, navigate to People from the main menu.

Use the search bar to find a particular user, or use the filter to refine your list. You may filter users according to their status:

  • All
  • Invited
  • Active

In addition, you can use the 'Sort By' feature to arrange your list in the following ways:

  • A-Z
  • Z-A
  • Oldest
  • Newest

Sending a Password Reset Link

You may send a password reset link to a user to help them recover their account. To send a password reset link:

  1. Navigate to People from the main menu.
  2. Find the user to whom you would like to send a password reset link and select 'Actions' .
  3. Select Send Password Reset Link.

Removing a User from the Console

To remove a user account from the Console:

  1. Navigate to People from the main menu.
  2. Find the user account whom you would like to remove from the Console and select 'Actions' .
  3. Select Remove User.
  4. Finalise the removal of the user from the Console using the confirmation modal.
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