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Field | Description | ||||||
License table | The license table at the top of the window lists the number of active and available product licenses by module. Use this information to inventory product access when creating new user accounts. | ||||||
User | The ID for the user when logging in to the Insight platform. | ||||||
Name | The name of the team member. | ||||||
Products | The modules user can access. | ||||||
Status | The user status, either Active or Inactive. | ||||||
Edit | Click to edit the user account. For more information, see Editing user informationUser Information. | ||||||
Delete | For accounts in Inactive status, click to delete the account. This function is only available to team managers. Contact your system administrator for more information.
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Result: The Pulse Manage Teams window is displayed. For more information, see Working with Pulse Teams.
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Important! Make sure to click Save at the bottom of each section when you are finished making any changes.
To access a user account, :
From the Manage Users window, click either the User Name or the pencil icon on the line for the user account that you want to edit.
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The Edit window for the user is now displayed.
The following table describes that sections of the Edit User section. :
Option | Description | |||||||||||
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Login Information | ||||||||||||
Username | This is the name used to access the system. You cannot change this value. | |||||||||||
Reset Password | Click to send an email to the user's email address that can be used in resetting the account password. | |||||||||||
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Email Address | This is the email address used to send project and company alerts and product updates to the user. Type it in both fields for confirmation. | |||||||||||
Confirm Email | ||||||||||||
Active Status | Use to to set the account to either Active or Inactive. | |||||||||||
Personal Information | ||||||||||||
First Name | The first and last name of the user. | |||||||||||
Last Name | ||||||||||||
Company Name | The name and information of the company for the user. The company name cannot be changed. | |||||||||||
Company Phone | ||||||||||||
Address | ||||||||||||
City | ||||||||||||
Country/Region | ||||||||||||
State | ||||||||||||
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Editing Geographic Region
To edit geography,:
1 | Click Edit for the section you want to edit. Result: The Select menu for the section is displayed. | ||||||
2 | Click to expand the menu. Make your selections by using the boxes next to each section. Note: To see a complete list of project mapping for U.S. and Canadian data, see About Understanding NASD Mapping. | ||||||
3 | Click Save Changes.
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