Why Customer Management Matters
This section empowers Admins to structure access and roles for various clients or business units. By clearly defining roles at the time of customer creation, you ensure correct permissions are established from the start—streamlining both onboarding and ongoing user administration.
This section covers everything Admins need to effectively manage customer accounts within Insight, including:
Creating a Customer
Walkthrough of the “Create Customer” modal: entering root user email, naming the customer, and assigning Insight app roles during setup.
Adding Users to a Customer
Guide to managing users: how to search for existing users, add them to customer accounts, and assign specific roles (e.g., Viewer, Editor, Alarms Admin) for granular access control.
Best Practices & Prerequisites
Overview of pre-requisites (like being a Portal Admin or initial user login) and recommended workflows to ensure error-free setup and role assignments.