Users

Overview

The Users page is where admins manage everyone who can access your Insight Cloud workspace. From here, you can invite new users, assign roles, organize users into teams, and monitor access across apps.

This page is admin-only and is central to keeping your workspace secure, organized, and scalable as your organization grows.

What you can do on the Users page

Admins can use the Users page to:

• Invite users to the workspace

• Assign roles and permissions

• Add users to teams

• Control user level app access

• View user status and activity

• Resend pending invitations

Each row represents a user and provides quick insight into their role, app access, and activity status.

Inviting users to your organization

To add someone new to your workspace, click Invite Users.

This opens the Invite to your organization dialog, where you can configure access before the user ever logs in.

Invite fields explained

• Emails: Enter one or more email addresses. Multiple emails can be added at once, separated by commas.

• Add to Teams: Optionally assign users to one or more teams. If a team has a default role, invited users will inherit it automatically.

• Roles: Assign one or more roles to define what the user can see and do when they join.

Once sent, invited users appear in the Users list with an Invite sent status until they accept.

Editing or removing users & access

Admins can update users at any time to:

• Change roles

• Adjust team assignments

• Modify app access

• Deactivate access if a user no longer needs Insight Cloud

Best practices

• Assign roles during the invite process to reduce follow-up work

• Use Teams to scale app access cleanly across groups

• Review inactive users regularly

• Keep admin permissions limited to those who need them