Add, Edit and Remove Trust Users

If we're helping you set up a "trust" in Insight - a group of schools with group-level reporting - we'll get your first trust admin user set up. From then on, school admin users can add, edit and remove school users, and trust admin users can manage access at the trust level.

Manage your Trust's users

From your Trust dashboard (accessible from My Account > Schools), click User Access:

Trust User Access menu

From the user access screen you can add, edit and remove trust users, see the last login and access level for each user, and (if relevant) re-send welcome emails to staff who haven't yet logged in:

Trust user access screen
Note, you can't edit or remove your own access. If you need to do so, and there isn't another Admin user on the account who could action this, please get in touch.
Add new staff

Click the Add Staff button. You’ll see a window pop up:

Add staff to trust account

Add the email addresses of any staff you'd like to add and choose an access level.

It's important that individuals accessing any Insight account, even temporarily, have their own credentials (username and password). Check out our recommended user security practices here.

Click the Add button when you’re ready.

You can copy and paste in a list of email addresses here if you're adding lots of users at once. If that case, we recommend setting all the users to the Mosaic Only level of access, then adjusting afterwards as needed.

You’re done! Insight will send your user(s) an email inviting them to create a password and log in. Find details on what they'll see here.

Edit/remove existing users

Use the Edit or Remove buttons next to a user as required. You can change a user's email address, which they use to sign in, and their access level. Users can change their own names via the My Account > User Profile menu.

Troubleshooting

If a user doesn’t receive an invitation email within a few hours, ask them to check their spam or clutter folder. It’s also worth double-checking that their email address has been entered correctly. If you continue to have trouble seeing an invitation email, or need any other help, just get in touch.

Insight's transactional emails, including the invitation email to new users, are sent from support@insighttracking.com. It's useful to add this address to your whitelist for email contacts.


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