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User Insight 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

 

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

 

 

Clicking on a segment presents a popup with the details related to that segment.

User Insight Page

 

 

Click on an I-9 ID.

User Insight Page

 

 

Clicking on an I-9 ID presents I-9 Summary page for the associated I-9 ID.

User Invitation Page

 

 

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

 

 

Clicking on a role presents a popup with the Users/Contacts that have that role.  

Roles Chart

 

 

Clicking on a User/Contact presents I-9 Summary page for the associated I-9 ID.

I-9Summary Page

 
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