Managing Apty Insights Users

User Management allows system administrators to maintain users by adding / editing / removing their profiles and assigning users specific roles that define scope of their access within the system. User profiles can be managed by the System Administrator and every user added to Apty Insights can log into the Apty Insights. Admin panel.

To add a new User:

1.   At the top right corner of the screen click your username to access Account Menu.

2.   Select Account Settings from the list of options.

3.   In the opened screen select the Manage Users tab.

4.   At the top right corner of the screen click New User. The Add User screen opens.

5.   Provide basic details for creating a new user account:

Name
Provide first and last name of a new user.
Username
Provide an email address of a user. A link with instructions on how to reset password will be sent to this email and these email and password are going to be used as credentials to log into the system.
User Role
Select a User Role from the drop-down list.

6.   Once all the basic User information is provided, click Save. 

To edit a User Profile:

1.   At the top right corner of the screen click your username to access Account Menu.

2.   Select Account Settings from the list of options.

3.   In the opened screen select the Manage Users tab.

4.   Hover over the row of the User profile that shall be changed. Click the  (Pencil) icon and select Edit from the list of available options. The Edit User screen opens.

5.   Make the necessary changes and click Save.

To remove a User Profile:

1.   At the top right corner of the screen click your username to access Account Menu.

2.   Select Account Settings from the list of options.

3.   In the opened screen select the Manage Users tab.

4.  Hover over the row of the User profile that shall be changed. Click the  (Bucket) icon and select Delete from the list of available options.

5.   A warning message is displayed. Confirm your action by clicking "Yes".


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.