Groups Management in Pro Insight

 

This document will outline the steps needed to set up user groups within Pro Insight. You’ll also find answers to frequently asked questions. Should you have any additional questions, please reach out to support@ekata.com. 

 

What are Groups in Pro Insight?

With the creation of Groups in Pro Insight, admins can more effectively manage users within the account. This feature comes with the addition of a new role - “Manager” - that has the ability to view users only in their respective group. Some examples of ways to structure groups are: 

• By department 
• Region / location 
• By P&L

By creating groups, account admins can see all aspects of the entire account, while managers can only view reports associated with their group(s).

Roles & Permissions:

Pro Insight includes the following user permission roles:

• Admins can search, update their profile, manage users, access billing info, and pull reports. 

• Limited Admins have Admin privileges, but cannot search and do not require a user seat.

• New! Managers can search, and can manage users & pull reports for their assigned group(s).

• Users can search and update their profile, but do not have access to admin tools.

 

Adding new users

To invite new users to your account or search for pending invites by name or email, click the Invite users tab and enter their name, email address, and role. The user will show as a pending invite until the invite is accepted. Each invite expires in 10 days. If the invite expires or is not received, click on the Resend link to send a new invite to join the account.

 

Restore deleted users

Deleted users can be found on the Deleted users tab. To restore access for a deleted user, click the Restore link.

 

Resetting a user password

To reset a user password, go to the Active users tab, navigate to the user and click Edit. From the Edit user info screen, click Send password reset link. 

New! Manager Role:

A Pro Insight Manager has the ability to manage users for their respective assigned group(s). The manager role can view usage for users assigned to their team, but has limited administrative functionality. The manager also cannot see insights of other groups.

 

To create a Group, you must have either Admin or Limited Admin access. Please see the table below for a breakdown of roles and permissions. 

Role		Admin	Limited Admin	Manager	User
Search Access		X		X	X
Admin Access Admin Access	API Dashboard	X	X
	Account Overview	X	X
	Account Settings	X	X
	Model Management	X	X
	Analytics: Coverage	X	X
	Analytics: API Usage	X	X
	Analytics Assigned Group	X	X	X
	Analytics: Insight Usage	X	X	X
	All User Management	X	X
	User Mgmt: Assigned Group	X	X	X
Group Management	Create	X	X
	Read	X	X	X
	Update	X	X	X
	Delete	X	X
Requires Seat		X		X	X

Creating a Group

To create a group in Pro Insight, navigate to the Manage Users page within the admin tools. Click on the Groups tab. 

Click Create group and give your group a name. Click Create.

Adding Users to a Group

Once you have created a group, you can add users by clicking on the “Edit” button and selecting “Add User.”

Select the users you want to add to the group by clicking the checkbox near their name. When ready, click Add x users.

 

Assigning a Manager to a Group

To assign a manager to a group, select the user you’d like to update by clicking the checkbox next to their username and select Edit. Once you are on the Edit User screen, you can select the Role dropdown and update their role to manager. Click Save Changes when finished:

View Usage Report by Group

To view Pro Insight usage by group, navigate to the Pro Insight Usage report within the analytics section. When you click on the search bar, you’ll be able to see a list of all available groups

When a group is selected, you’ll be able to see usage statistics and all users for that specific group. 

 

FAQs:

Can someone in a manager role see usage from groups other than their own?

No. Someone in a manager role can only see usage from users within their assigned group. 

 

Is there a limit on the number of groups that can be created?

No, there is no limit to the number of groups that can be created.

 

Can there be more than two users that are assigned the manager role in one group?

Yes. You can have multiple users with the manager role in the same group. 

 

Can a user be assigned more than one role?

No. A user in Pro Insight can only be assigned one role.

 

Can a Pro Insight admin see usage from more than one group?

Yes. A user that is assigned either admin or limited admin role can view usage for the entire Pro Insight account. 

If you have any questions, please reach out to support@ekata.com.