## User Management

- Oct 1, 2025
- Knowledge

### Article Details

Help Content

_Click the “Users” link in the left navigation to go to the User Management page. Here, you can manage your Users, as well as their access to the Insights platform._

## Add + Edit User

Click “Add New User” in the top right to create a new user; click the “Action” drop down and then “Edit” to edit an existing user.

Enter or update a user’s name, email, “active” status, role, and site access.

- Click “Send Invite” to create the new user and send them a welcome email, which will prompt them to set their password and then log in
- Click “Save” to update an existing user

##   Deactivating a User

Users that are set to “Inactive” will no longer be allowed to log into the Insights Platform.

To deactivate a user, either:

- Click “Edit” for a user, and then set their status to “Inactive” and click “Save”

## Roles

There are five roles that a user can have that restrict access to different features:

| **User Role** | **User Permission** |
| --- | --- |
| **Admin** | - Manage users<br>- Create inspections and work orders<br>- Edit inspections, flag images for review, and create and edit anomalies<br>- Generate reports<br>- Edit site details |
| **Engineer** | - Edit inspections, flag images for review, and create and edit anomalies<br>- Generate reports<br>- Edit site details |
| **Site Manager** | - Create inspections and work orders<br>- Generate reports<br>- Edit site details |
| **Site Viewer** | - Generate reports |
| **3rd Party Analyst** | - Edit inspections, flag images for review, and create and edit anomalies |
| **Pilot** | - Drone Pilot with permissions to upload inspection data. |

## Site Access

A user can also be restricted to seeing data that only pertains to certain sites by setting the Site Access on the Add/Edit New User panel.

- Select “ **All Sites**” if the user should have no Site restrictions.
- Select “ **Only Specific Sites**”, and then search for and check the sites that this user should be restricted to.

### Properties

Title

User Management

Article Created Date

9/21/2025 7:01 PM

URL Name

Insights-General-Wind-Insights-User-Guide-User-Management

Created By

[Jason Norat](https://support.zeitview.com/pilot-support/s/profile/005UJ000008Xxj3YAC "Jason Norat"), 10/1/2025 4:51 AM

Last Published Date

10/1/2025 4:52 AM

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