User management

In the User management page, you can add new users and assign user roles. You can also edit and delete existing users in your workspace An instance of Nintex Insightcs that consists of dashboards for the data connections you have added on your Nintex platform, which specified users can access..

There are two user roles in Nintex Insights:

  • Viewer: can access the Nintex Insights Home, Dashboard, and Settings > Personal access token pages, but cannot access the User management and Data connections pages.
  • Administrator: can access all pages in the Nintex Insights workspace.

User roles

Page access Viewer Administrator
Home
Insights
Settings > User management
Settings > Data connections
Settings > Personal access token

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.

Add, edit and remove workspace users

  1. On the upper-right of your Nintex Insights workspace home page, click Settings. The User management page is displayed by default.
  2. Click Add user. Additional fields display.
  3. 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. From the Role drop-down, select the Viewer or Administrator role for the user.
    5. Click Add.

The 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.

  1. On the upper-right of your Nintex Insights workspace home page, click Settings. The User management page is displayed by default.

  2. On the right of the row for the user you want to edit, click > Edit.

  3. Under Role, update the role selection as required.
  4. Click Update.
  1. On the upper-right of your Nintex Insights workspace home page, click Settings. The User management page is displayed by default.

  2. On the right of the row for the user you want to edit, click > Delete.

  3. The Delete user dialog box appears. Click Delete.
Selection (or column or field) Description
First name First name of the user.
Last name Last name of the user.
Email Email address of the user.
Role

Role assigned to the user:

  • Viewer: can access the Nintex Insights Home, Dashboard, and Settings > Personal access token pages, but cannot access the User management and Data connections pages.

  • Administrator: can access all pages in the Nintex Insights workspace.
Options ()

Lists the Edit and Delete options.

Edit Displays the Update user options.
Update Saves edits to the Nintex Insights workspace user.
Delete Removes the user from the Nintex Insights workspace.
Add user

Displays the Add user section with the following fields:

  • First name: First name of the user.
  • Last name: Last name of the user.

  • Email: Email address for the user.

  • Role: Lists roles. To add a role, select an option from the drop-down.
Add

Saves the new Nintex Insights workspace user.

Added users receive an email with a permanent link to the Nintex Insights workspace.
Cancel

Displays when you select the Add user or Edit option.

Discards any edits made for a user.