Manage Users

Learning Statement: In this article you’ll learn how to manage user accounts.
Audience: This article is aimed at OMBEA Insights Administrators.

Introduction

A User is an individual with a username and password to access the OMBEA Insights Dashboard via https://insights.ombea.com/.

Some Users can only view results, while others can create new streams or even new Locations.

By assigning users to different Locations, you can control who sees what, which allows you to create a hierarchy of viewing rights.

Steps

Before you start

  • You must have administrative rights within OMBEA Insights in order to carry out these steps.
  • Make sure you have the names and email addresses of the Users you wish to create.

Create a New User

  1. Visit https://insights.ombea.com/ and log in with your Insights username and password.
  2. From the menu on the left hand side, click Users.
  3. Click on the + symbol in the green circle.
  4. Complete the fields on the User Details panel and click Next.
  5. Click Add Role on the Permissions panel. Select the Location and Role this user should have access to then click Add Role.
  6. If you would like this user to receive ExpressPod reports by email, click Add Email Subscription on the Email Subscriptions panel. Complete the form as required.
  7. Click Save.

Edit an Existing User

  1. Visit https://insights.ombea.com/ and log in with your Insights username and password.
  2. From the menu on the left hand side, click Users.
  3. Select the User you wish to edit and then click Edit.
  4. Make the changes you wish to make and click Save.

Delete an Existing User

  1. Visit https://insights.ombea.com/ and log in with your Insights username and password.
  2. From the menu on the left hand side, click Users.
  3. Select the User you wish to remove and click on the Trash Can icon.

Users that have been deleted cannot be recovered. Please be careful when using this functionality.