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Manage users

The "Manage Users" section allows you to view and edit user information. The main function of this area is to invite new members to join the platform and assign their respective roles.

In the "Search" field, you can search for users by name. Next to this field is the counter that shows the total number of users invited to participate.

Invite Members

To send invitations to members who will join the platform, navigate to IAM User Management > Users in the side menu. Click the Invite button and fill in the "Add Users" field with the email addresses of the new members. Then, assign the desired roles to each one.

Important

It is not allowed to invite someone who is already registered on the platform; an error message will be displayed.

The assignment of user roles controls the platform functionalities to which they will have access.

Basic Category

  • Viewer → Access is read-only across the entire platform, with no permission to modify resources or data.

  • Editor → Manage cost center: Can create, add, and delete cost centers.

  • Owner → Invite new user: Can add new users from the same company to the platform and assign permissions to them.

  • Manage permissions: Can change the permissions of all users in their company on the platform.

  • Manage company: Can change all company data.

User Registration

The invitee receives an email with a link that directs them to the Insight login area. They are asked to accept the terms of use and fill out a form with their personal data (name, phone, birthdate, gender, position). After completing the registration, the new user is directed to the welcome section, which briefly presents the exclusive functionalities of the platform.

The table in the Manage Users section displays the following columns:

  • Name → User's name/email.

  • Start → User's registration date.

  • Status → Activity status of each user.

  • Permission → Permission assigned to the user.

  • Action → Directs to the section where you can edit (change and/or add a new role to the user) or remove the user from the platform.

Status

  • Active - User is logged in and using the platform.

  • Pending - Invitation sent, waiting for user confirmation.

  • Inactive - User is logged out or has no activity on the platform.

User Profile

In the profile settings, it is possible to upload or change the user's photo, change the full name and display name, change the phone number, birthdate, gender, and position. Only the email cannot be changed.

Recommendations for the User

It is very important to add a face photo and use the first and last name in the display name to facilitate user identification.