User Insight focuses on the Administrative Users and Business Users. It has the overview of their accounts, including:
- Account Status
- User Onboarding Status
- User Roles and how many there are of each
- Last 5 Logins
On the left, there are Active and Inactive account statuses.
On the right, there is what stage users are on with their invitation – completed, in progress, or launched.
By hovering over any of the segments of the pie charts, it will tell you how many of each there are.
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By clicking on one of the segments, you can pull up the details.
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By selecting the linked criteria, you can pull up that person's information.
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On the left side, there are the User Roles and how many there are of each.
- By hovering over any of the bars, it will tell you how many of each there are.
- Click on them to pull more information on them.
On the right side, there are the last 5 logins and their time stamps on when they last logged in.
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shows the following metrics related to your organization:
- Last 5 Logins
- Roles
- User Onboarding Status
- Account Status
Below is an example of a User Insight page.
User Insight Page |
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Graphs
User Insight Page |
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Clicking on a segment presents a popup with the details related to that segment.
User Insight Page |
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Click on a Contact ID.
User Insight Page |
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Clicking on a Contact ID presents the Invite/Edit User page for the associated Contact ID.
Invite/Edit User Page |
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In this example, the invitation information can be changed and saved, if desired.
Hovering and clicking are available on any of the segments of any of the graphs.
Roles Chart
The Roles chart shows counts of the number of Users with each role in the system. If a User has multiple roles, they are included in the counts for all of their roles.
Roles Chart |
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Clicking on a Role presents a popup with the Users/Contacts that have that role.
Roles Chart |
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Clicking on a Contact ID presents the Invite/Edit User page for the associated Contact ID.
Invite/Edit User Page |
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In this example, the invitation information can be changed and saved, if desired.