Start Guide

The Start Guide is a first-time walkthrough for new Insight Cloud users: getting an account, signing in, finding your way around the sidebar, and opening your first app. It also points admins to the admin areas and everyone to more help.

You may also see the Start Guide referred to as getting started, onboarding, the new user guide, or first login. People often ask about it as "how do I begin" or "how do I get started."

Applies to: New Insight Cloud users
You'll need: An Insight Cloud account (see "How to get an Insight Cloud account" below)
Last reviewed: 2026-10-28

What is covered in the Start Guide

• Get an Insight Cloud account and activate it.

• Sign in, or reset a forgotten password.

• Learn what each item in the Insight Cloud sidebar does.

• Open your first app from My Apps and export data, KPIs, or visuals from its dashboard.

• Find out what Intelligence does and where to get more help.

How to get an Insight Cloud account

Insight Cloud accounts are created by invitation. Your organization's Org Admins invite users to their organization. Seek may also invite an initial set of users on your organization's behalf.

If you haven't been invited, ask your organization admin. If you aren't logged in and need support, email support@seekinsights.com.

How to activate your Insight Cloud account

After you are invited, Insight Cloud sends you an activation email.

1. Open the activation email sent by Insight Cloud.

2. Fill out your profile: your name, job title, and a password.

3. Confirm your credentials.

You'll know it worked when Insight Cloud sends you to the login screen.

How to sign in to Insight Cloud

1. Go to https://cloud.seekinsights.com/.

2. Select Log In.

3. Enter your email address.

4. Select Continue.

5. Enter your password.

You'll know it worked when you are signed in to Insight Cloud.

If your organization uses single sign-on (SSO), you enter your email address and select Continue, and Insight Cloud signs you in automatically. You don't enter an Insight Cloud password. To set up SSO for your organization, email support@seekinsights.com.

How to reset a forgotten Insight Cloud password

1. On the login screen, select Forgot Password.

2. Open the email Insight Cloud sends you and use it to set a new password.

The reset email expires. If it has expired, select Forgot Password again to get a new one.

What's in the Insight Cloud sidebar

The Insight Cloud sidebar is the left-hand navigation that gives you access to the main areas of the platform. Every user sees these five items:

• Home — your personalized starting point, with your recent apps, collections, and recommendations.

• My Apps — every app you have access to. Open, search, and favorite apps here.

• Intelligence — Insight Cloud's AI feature (see "What Intelligence does" below).

• Data — browse and inspect the datasets that power your apps.

• App Store — browse all available apps.

Some organizations, such as publishers on Insight Cloud, also see Publish and Create in the sidebar. Publish holds publisher tools for making your apps discoverable. Create is the home for app creation.

How to open your first app in Insight Cloud

1. In the sidebar, select My Apps.

2. Select any app you have access to, ideally one that fits your goals.

3. Explore the app: apply filters, click into charts, and check key metrics.

4. Export data, KPIs, or visuals from the dashboard.

You'll know it worked when the app opens and shows its dashboard.

What Intelligence does

Intelligence is Insight Cloud's AI feature. It analyzes data across your apps and helps you use the platform. Open it from Intelligence in the sidebar.

Use Intelligence to:

• Get analysis across your apps without building custom views.

• Understand what's driving changes in performance.

• Find the right app for a goal.

• Learn how to do something in the platform.

Intelligence is recently available to all Insight Cloud users, with limited functionality. Enhanced analysis capabilities are gated, so not every user can use them.

See Intelligence for the full guide.

Admin features in Insight Cloud

Admin features are where admins configure how Insight Cloud works for their organization. Users with the Admin role, and users whose role has the Manage Organization permission, can see organization admin.

Admin areas include:

• Users — invite, remove, and manage everyone with access to your organization. You'll find it at Organization Settings → Users.

• Roles — define what users can see and do. Only Org Admins see the Roles screen.

• Teams — group users together to manage app access at scale.

• Apps — manage which apps are available in your organization and who can access them.

See Administration overview for each area in detail.

Where to find more help after the Start Guide

• Concepts explains how workspaces, apps, data, and AI fit together.

• In Insight Cloud, select your profile avatar in the bottom-left corner of the sidebar to open the profile menu, which includes Help Center and Get Support. See Getting Support.

The Start Guide vs. other getting-started articles

The Start Guide is a short first-time walkthrough. It is not the full reference for signing in, which is Logging In, and it is not a glossary of terms, which is Concepts.

If something goes wrong getting started

• You forgot your password. On the login screen, select Forgot Password and follow the email. If the email has expired, select Forgot Password again.

• You can't find your activation email. Ask your organization admin. Your organization admin can resend it from Organization Settings → Users.

• An app you expect is missing from My Apps. Contact your organization admin and ask for access.

• You've activated your account and reset your password, but you still can't log in. Email support@seekinsights.com. This can't be fixed from the login screen.

Related articles

• Logging In — activation, email login, SSO, and forgotten passwords in full

• Home — your starting page, its widgets, and recent apps

• My Apps — find, open, and favorite the apps you have access to

• App Store Basics — browse apps in the App Store

• Intelligence — what the AI feature does and how to use it

• Administration overview — the admin areas and who can access them

• Getting Support — Help Center, Get Support, and when to email support

• Concepts — how workspaces, apps, data, and AI fit together