## User Management

- Oct 1, 2025
- Knowledge

### Article Details

Content

Help Content

## Overview

As an Administrator, 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.

1. User Roles

2. Add & Edit Users

3. Deactivating a User

4. Site Access

## User Roles

Every user account has:

- a Role assigned to them that determines which pages and features you're able to access
- a set of Sites that determines which Sites, Assets, and Anomaly data you're able to access

## Add & Edit Users

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

To deactivate a user, either:

- Click on the “Actions” dropdown in the user list, and then click “Deactivate.”
- Click “Edit” for a user, and then set their status to “Inactive” and click “Save.”

## Roles & User Access

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

## 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 4:14 PM

URL Name

Insights-Property-Insights-User-Guide-User-Management

Created By

[Jason Norat](https://support.zeitview.com/pilot-support/s/profile/005UJ000008Xxj3YAC "Jason Norat"), 10/1/2025 2:03 PM

Last Published Date

10/1/2025 2:10 PM