The InsightStore is a great tool you can share with other members of your organization.
All existing users appear on the Users page. To get to it, click on Profile, which is in the lower left navigation bar.
On the Profile page, select Your Organization, then Users. From this page, you can invite new users, edit existing users' permissions, remove existing users, and re-invite users who didn't join the first time they were invited.
User Types
There are two user types: Administrator and Researcher. Each user is associated with one user type. The user type is selected when a new user is invited and can be changed later by an administrator.
Administrators can perform all system tasks, including managing account settings, writing new questions (if your account permits that), and inviting others to join the account.
Researchers cannot create or deploy questions, manage account settings, or invite others to join the account. They can, however, create dashboards, segments, and reports and share them with others.
Inviting a New User
To invite a new user, provide their first name, last name, and email address in the Add a User card. Select their user type, then click Save.
Two emails will be sent to the user you invited. To be added to your account, the invited user must follow the instructions in the emails they receive from our system. Both messages will be sent from noreply@civicscience.com.
First Email
The first email sent to the new user will be similar to this:
If there is no "click here" link, see this article.
Registration Screen
After clicking on the click here link in the first email, the user will be taken to this screen:
They will fill in their first name, last name, and password, then click the Register button.
After hitting the Register button, they will see the message Account registered, please check your email for a confirmation email.
Second Email
The second email will look like this:
Login Screen
After using the click here link in the second email, the user will be taken to this login screen:
To access the InsightStore, the user will enter their username (email address) and password and click the Login button.