Managing Your Staff List

Updated 7 months ago by Kelly Venables

It’s quick and easy to add, remove or edit any number of members of staff to and from your Insight account. They’ll then be able to log in with their own email address and password.

Why give staff their own access?

Having all staff use the same login details can lead to Data Protection issues if a member of your staff leaves. Giving each staff member their own unique login means you can easily delete their account and remove their access to your pupil data if they leave the school.

Also, if someone needs help while using Insight, we’ll know who to get in touch with!

Add a member of staff

Navigate to Admin and choose Manage Staff from the list:

Click the Add a member of staff button. You’ll see this window:

Fill in the name, email address and access level for your member of staff and click the Add button when you’re ready. Each member of staff you add will need a unique email address.

By setting staff access within Insight and choosing to give users Normal or Admin  access levels, you can control who can make edits to your pupil records and school settings. You can also choose to give your Governors read only access, which lets  them view Insight with the pupil names hidden.

You’re done! Insight will send your staff member an email inviting them to create a password and log in.

Tip: if a member of staff doesn’t receive their 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.

Remove a member of staff

Navigate to Admin and choose Manage Staff from the list:

Click the Remove button next to the member of staff you want to remove:

In the window that opens, click the Remove button to remove the member of staff, or Cancel to go back:

Edit a member of staff

Navigate to Admin and choose Manage Staff from the list:

Admin-Manage Staff

Click the Edit button next to the member of staff you want to edit.

In the window that opens, change the staff member’s name, access levels and/or email address and click the Save button when you’re ready, or Cancel to go back.



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