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How to Invite new users to Insights

In depth break down of adding new users 

NOTE: With the new release, Admins and Salesreps can add users to Insights. This is no longer just a support ability. 

How to add a user if you're a rep or Insights Admin

1. Once logged in,  they will see a User Management tab   

2. Click Invite in the top right corner 

Screenshot 2026-07-15 at 9.17.14 AM

 

3. Enter the user’s name and email address

  • From here, you can specify and adjust if this user should have access to all dashboards, or only certain dashboards

‼️ Important notes:

  • Admins have access to all schools and affiliates associated with the organization AND access to User Management
  • Users can be configured to access all dashboards while not having access to User Management or custom dashboard permissions

Screenshot 2026-07-15 at 9.31.38 AM

4. After clicking Send Invite and email will be sent to the invited user

  • If the invitee already has an account, they're granted access to Insights for that organization immediately
    • The user MUST create an account with the email that they were invited with. If the invitee does not have an account, they will be prompted to create one and will then be routed to Insights with their assigned permissions

 

How to add a user if you're SUPPORT 

1.  Support will add users from the Orgs form: orgs 

2. Search for the organization they should be added to. After searching for the Org, a link for Insights User Management can be found at the bottom of the Org Details tab. 

 

3. All other steps are exactly the same as above! It's just a different way to access the tool