Managing owners, users, and permissions in Insight Platform

NOTE: This section is relevant only to users with Admin role in Insight.

User roles

There are 3 predefined roles you can grant to your users. A role contains a set of permissions that allows you to perform specific actions in the Kontomatik Client Area (Insight). There are three types of roles:

WARNING: It is advised to be careful when changing/adding permissions in Insight as it contains sensitive end-user data which are subject to GDPR procedures.

Adding a new user

To invite a new person to Insight:

1. On the left menu, choose the Insight users tab in the SHARED category
2. Click the Invite Member button in the down right corner
3. Fill in the information in the Invite a new member section. In most cases the ‘Viewer’ role will be the most suitable:
   
4. Press Send.
5. The person will receive an email with an invitation link. The link allows registering in the application and become member of your company. The link will be valid for 7 days.
   
6. The new member will have to follow registration steps shown on the website (including enabling 2FA).

Users Management

The Insight users tab in Insight also allows you to view the list of current users assigned to your company account and manage their settings.

From the list, under each user, you can:

• manage their roles - remove or add a new one
• remove their account - in case they are no longer working for the company or no longer require the access
• reset the 2FA - if the user has problems with login and their OTP application is not working or password was lost, an administrator can reset the 2FA (the user will have to set up the access once again).

• remove You may update user roles, remove a user or reset their 2FA. Each Administrator can add or remove access to the platform for subsequent users.

  

If a person with administrator privileges is no longer available, it is a good idea to designate a new person or two who will have privileges to manage your platform settings.

Make sure to verify the list and update it as often as you can to avoid risks regarding access to sensitive data or settings.

Adding a new subscriber

In the Insight users tab you can also set someone as a subscriber which is used if you want a specific person to receive all of the API changes and important product updates to their e-mail address without them having a standard Insight account.

To add a subscriber:

1. In the left menu, choose the Insight users tab in the SHARED category
2. Click the green Add subscriber button on the right
3. Fill in the email and click the ADD button:
   

The person you have added will now be receiving all new Kontomatik API changes and important product updates.