Adding teammates is easy for anyone who is already an Insights user, and below are the few steps that show you how to get your colleagues added:

  1. Log in to the Insights

  2. Click on Teammates on the navigation bar

  3. Click on Add teammate to Insights

  4. Enter in the individual's name and email address

  5. Determine if you want the user to have Full Access or location(s) specific access

    1. Click Send email invites

Once you have added your teammate, you can always edit their information or delete their account entirely.

And that's it! The teammate you added will get an email invitation that grants them instant access to Insights. You can also send them this help article that has information on how to log into Insights should they have any questions!

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