Managing User Accounts
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:
Note: 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.
This section covers the following topics:
Understanding the License Table
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. |
Exporting the User List
You can export all the columns in the list as a formatted Excel spreadsheet.
To export the user list
from the top of the window, click Export. The list automatically downloads as an Excel spreadsheet.
Generating a Usage Report
You can generate a usage report for the members of your team in PDF format.
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 |
|---|---|
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. |
Creating New User Accounts
You can create a new user account for members based on the available company subscriptions as displayed in the license table at the top of the window.
To create a new user account,
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