Managing owners, users, and permissions in Insight Platform

The Insight Users tab provides a centralized location to view, add, remove, and manage all users associated with your company account, allowing you to easily update their settings and permissions.

This section is located under the Shared area—meaning that any changes made here will apply to both TEST and COMMERCIAL environments.

Managing user access is the responsibility of the account administrator. Only administrators assigned to your company account have the ability to add or remove users, assign new permissions, or reset existing settings. It’s important that permission levels are carefully considered before assigning access to any user.

Each administrator can independently invite or revoke access for other users. Only a current administrator can determine the appropriate permission level for a new user and should also be aware of who has access to the platform and its data.

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 Insight. There are three types of roles:

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).

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 user in Insight

There are two scenarios when inviting a user to Insight:

• Add user to one account

• Add the same user to multiple accounts

Adding user to one account

To invite a new person to Insight:

1. In the top menu, choose the Insight users option in the Shared category.
2. Click the Invite Member button at the bottom of the page.
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 becoming a member of your company. The link will be valid for 7 days.
Important note: If the invitation email is not visible, ask the user to check their spam folder. Some email clients disable links in spam messages for security reasons. If so, the email should be moved to the inbox before clicking the link.
6. The new member will have to follow registration steps shown on the website including enabling 2FA.
   

Adding the same user to multiple accounts

To add a single user (same email address) to multiple client accounts:

1. Start by following the full Adding user to one account procedure. to send the initial invitation to the first account (company).
   The user must accept this first invitation, complete registration, enable 2FA, and be able to log in successfully.
2. Once this user is able to log in to the initial account you can proceed with adding the user to any additional accounts.
   Go to the Shared tab and then click Insight users.
3. Enter the same email address which was used for the first account.
4. In the Account dropdown, select the additional account you want to grant access to.
5. Click the Send button.

The user will be added to the selected account automatically. No additional registration or 2FA setup is required.

Repeat steps 4-6 for any subsequent accounts.

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 top menu, choose the Insight users option in the Shared category.
2. Click the blue Add subscriber button under Subscribers.
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.