We have made improvements to the user setup process to make it easier for you to add new team members to Local Insight in a secure way. When adding new users, Local Insight will now send an account registration email by default, which will enable them to create their own password and log in.
This will reduce the admin overhead in setting up new users so that you can take full advantage of unlimited users across your organisation.
What’s new in Local Insight?
- Previously, when you created a user in Local Insight you were required to manually create a password and then email over the login details. Now you only need to set that user up and Local Insight will send across all the relevant information, including password creation.
- The automated account registration email also has links to the Local Insight News blog and Help Centre to ensure users can get up and running right away.
- You can also send login details to existing users using the newly added Send user login details button found on the Manage Users page. This is useful if you want to remind your team that they have access to Local Insight and how to access the tool.
- The Send user login details box is selected by default when setting up new users, however, you have the option to unselect the box if you would rather wait to send the login details or you would like to send a personalised message.
- We have also refreshed the Help Centre section on managing users. Alongside the step by step articles, this section also includes articles such as:
How to add new users
Please note, only Group Admins can add new users to your group. For a reminder of what the different user permission levels mean read User Permissions on Local Insight.
To add a new user to your Local Insight group:
- Navigate to the Group Admin tab
- Click Manage Users
- On that page, click Add a new user
This will load the New User form where you can fill in the required information:
- Firstname, Surname and Email address is required
- Telephone is optional
- Beneath the user form are four checkboxes
- The first box, Send user login details, is selected by default. This will send the new user an account registration email where they can set a password and log in to Local Insight. If you do not want them to receive login details immediately then you can unselect this box
- The other three checkboxes, View Reports, Power User and Group Administrator, allow you to define what access permissions this user will have (LINK). Please note, if you are setting someone to be Group Admin, the other permission boxes also need to be selected
- Click Register to create the user
Tip: If you cannot find the registration email, check your junk folder.
Get in touch!
If you have any questions, please do not hesitate to get in touch with us on support@ocsi.co.uk or give us a call on 01273 810270
