Overview

With QuickInsight Basic and Premium accounts, you can have one QuickInsight user.

The user management is shared between QuickInsight and QuickReg. Depending on the level of your QuickReg subscription, you might be able to add more than one user.

To view and edit your account users, in the left-side navigation panel, click Administration > Users.

The example below shows a Premium QuickInsight account that also owns a QuickReg account with a five user limit. Four more users can be added.

Adding Users

To create a new user account, click at the top of the screen.

The Create account form will open.

To add a user, you must provide:

• First name
• Last name
• A valid email address

NOTE

QuickInsight does not have user groups. However, if you also have a QuickReg subscription, you must assign the user to at least one QuickReg group here. Grpoup assignment controls the user's access to applications.

Not all QuickReg groups may be available in your subscription plan.

To assign a user to a group:

1. Select an available group from the left.
2. Click the right arrow.

The assigned group will show up under Assigned Groups and will be grayed out under Available Groups.

To remove a user from a group, select the group from the right pane and click the left arrow.

Editing User Details

To edit the contact details of a user account:

1. In the left-side navigation panel, click Administration > Users.
2. Click in the user row to open the User Info form.
3. Edit the user details.
4. Click Save.

All fields are required. The Email field is not editable.

Editing User Permissions

Group membership controls the user's application access permissions.

To edit a user's group membership:

1. Click Administration > Users in the left-side navigation panel to see your account users.
2. Click in the user row.

The assigned group are listed on the right and grayed out on the left.

To move group from one list to the other:

1. Click the group to select it.
2. Click the right arrow or the left arrow.

The changes are saved automatically.

Click Cancel to close the form.

Deleting Users

To delete a user account:

1. Click Users under Administration in the left-side navigation panel to see your account users.
2. Click in the user row.
3. Type 'delete' in the confirmation box.
4. Click Delete.