The Manage Users feature lets you view, add, edit the individual member accounts in your team, export the user list and activity, view subscription information and access the Pulse Manage Teams window:
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NOTENote: The features described in this section are intended for system administrators and my not be available for your account. For more information, contact your system administrator or Customer Service.
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The license table at the top of the window contains the number of active and available licenses for the subscription, as described in the following table.
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 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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Exporting the User List
You can export all the columns in the list as a formatted Excel spreadsheet.
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To generate a usage report,
1 | From the top of the list, click Usage Report. |
2 | In the menu, use the interactive calendars to select the date range for the report. |
3 | Select the users you want included in the report. You can select both Active and Inactive users. Tip: Click User Name at the top of the user name list to select all the users. |
4 | Click Export > Export to PDF. Result: The report is generated and opens in a separate window. |
The following table describes the information contained in the report for each user.
Field | Description | ||||||
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User name | The identification for the user. | ||||||
User | |||||||
Date range | The date range for the report. | ||||||
Logins | The number of times the user has logged in to the system. | ||||||
Companies Viewed | The total number of company details pages viewed. | ||||||
Current Number of Searches | The total number of searches assigned to the user. | ||||||
Current Number of Searches with Email Alerts | The total number of searches assigned to the user that include email alerts.
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Creating New User Accounts
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To create a new user account,
1 | At the top of the window, click New User. Result: The New User menu is displayed | ||||||||||||||||||||||||||||||||
2 | Enter the information for the user, as described in the following table.
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3 | Once you have completed the user information, click Save.
Result: The new user is displayed in the list of users in the Manage Team window. | ||||||||||||||||||||||||||||||||
Accessing the Pulse Manage Teams Window
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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. | |||||||||||
| For each,
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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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Managing Intelligent Leads
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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 Understanding NASD Mapping. | ||||||
3 | Click Save Changes.
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Viewing Subscription
Depending on your subscription, you can see subscription information for the Analyze, Forecast and Pulse modules.
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