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Adaptive Insights
Knowledge and Support - Adaptive Insights

Users Overview

Introduces you to the All Users page  and users in Adaptive Insights.

A user is an ID and password that you create and assign to an individual.  The individual can then log in to use Adaptive Insights. When you create a user, you're filling one of the available seats that your company purchased with your license agreement. When you delete a user, the seat becomes available again for future new users. 

You must assign every user a single role. Without a role, the user can't log in. The role permissions define the type of seat the users have and also what they can do in the Adaptive Insights.

Administrators with the Users permission can create and maintain users, and administrators with Manage Global User Groups can also assign users to Global Email Groups. Any user can update their own profile and change their password. 

Interface Tour

Go to Administration > Users. The All Users page lists all current users in alphabetical order by their login ID, or username. Click any column header to sort.

All User page with list of users

1 Edit: Click Edit to view, delete, or update the user profile, or change the password.  An email icon appears next to any user with an email address saved in their profile. Click the email icon to send an email to the user. 

2 Role (conditional): the role assigned to each user. Click the role link to see and edit the permissions associated with it. You only see this column if you have the Admin Access > Roles permission.

3 Level Access: the organization level assigned to each user. Click the level to open the user profile and update it.   

4 Login State: Indicates how many failed attempts a users has made to log in, and whether they have been locked out. Only available if your instance is set up to lock out users after a specified amount of failed attempts.  

5 Buttons: Click New User to create a new user, Printable View to download the user list to an Excel file, or Export User Permissions to download a list of all users and the permissions assigned to them.

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