Org Management

Click your org name in the top of the left side nav to navigate to the Org Management menu. This will give you access to a variety of submenus for managing your organization.

General

The general section of the Org Admin page lets you manage your organization's name and logo.

Users

The users section displays a list of all users in your organization. You can search for users by name or email address, and filter the list by role.

Inviting New Users

When inviting a new user, you must select the role they will have. You can optionally also assign them to team(s) at the time of invitation.

Once a user has been invited, they will receive an email with a link to create their account. If they do not receive the email, you can resend the invitation from your Org Admin users page.

Invitation Link Expiration

User invitiation links expire after 14 days. If a user does not accept the invitation within this time frame, you will need to resend the invitation.

Managing Existing Users

Click the edit icon to the right of a user to navigate to their user settings page. Here you can update their name, email, and role. You can also reset their password, and manage the apps and reports they have access to.

See User Settings for more details.

Resetting User Passwords

Click the "Reset Password" button to send a password reset email to the user. This will allow them to set a new password for their account.

Forgot Password Expiration

Forgot password links are single use and expire after 24 hours. Only trigger this if you are ready to change your password immediately. This is a security feature to prevent unauthorized password changes.

Apps

View and manage the apps that this organization has access to.

Tip

This list of apps is different from the "My Apps" page, which shows the apps that you personally have access to. This admin only view gives you the ability to view/manage all the apps in the organization, without necessarily being explicitly granted permission.

Info

If you are a Seek Admin, this is also where you can grant and revoke access to new apps for the organization.

Variants

Get an org-wide view of variants and their schedules. Delete unwanted variants to avoid excessive compute costs.

See Variants for more information.

Reports

Create and manage reports for this organization. See What are Reports? for more information.

Connections

This page displays details about the configured snowflake connection, the sigma connection, and data source table mappings.

Teams

Teams are a way to group users together in Insight Cloud. You can create teams, add members to teams, and assign permissions to teams. This feature allows admins to align user permissions with the structure of their organization.

See Teams for more information.