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  • 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

Hovering over any segment in any graph shows the associated sub-category name and the total number of items in that sub-category.  
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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Click on a user role to see the list of users.

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This 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.

Roles Chart

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Invite/Edit User Page

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In this example, the invitation information can be changed and saved, if desired.