Step 4: Add users to Nintex Insights

Next, add users to your Nintex Insights workspace in the User management settings page.

1

Access the user management page
  • On the upper-right of your Nintex Insights workspace home page, click Settings.

    • The User management page is displayed by default.

2

Add users
  1. Click Add user.

    2. Additional fields appear.

  2. In the Add user section:
    1. Type the First name of the user.
    2. Type the Last name of the user.

    3. Type the Email address.

    4. Select the Viewer or Administrator role for the user.
    5. Click Add.

The new user is added to the list of users on the page.

The added user receives an email with a link to the Nintex Insights workspace. Repeat for all the users you want to invite to the Nintex Insights workspace.

Next step:

Step 5: View your Nintex platform data