How to Invite and Create Staff Insight Users

How to Invite and Create Staff Insight Users

Insight is the portal in which staff members can manage, view and track their incarcerated population's activity accessible at insight.edovo.com. The below article walks through the process of inviting new staff members to Insight. 

Insight users with the Executive role can add users to a facility's Insight account. To add a new user, send them an invitation to create an account via the Manage Insight Users screen.



First, navigate to Manage Insight Users under Administration to view Insight users at your facility.
There, you will see an Invite Users button. Select this button to start inviting users.
The "Invite Users" button is on the upper left of the user table.
The Create New User button will still allow you to create users directly as you transition to the new process; however, it will be removed in a future release!

Once you click Invite Users, you will see a pop up that will allow you to type or paste one or more work email addresses to indicate which users should receive an Insight invitation. Separate multiple emails by commas, line breaks, or spaces.  If you use Insight at multiple facilities, you can add a user to more than one facility by logging into and sending invitations from each facility.

Select a role to grant permissions to the users you are inviting. You can select one role per invitation batch. Once you’ve entered email addresses and selected a role, click the Send and Invite Users button to send invitation emails.
Enter email addresses and select a role to designate the users you want to invite to your facility's Insight account. Your facility may have different roles than those pictured.
Once you’ve entered email addresses and selected a role, click the Send and Invite Users button to send invitation emails. You will see an alert that confirms your invitations were sent successfully. Click OK to dismiss this message.

Refresh the page to see your newly invited users. You will see them at the top of the table with Pending status.

Each invited user will receive an email with a link to create their account. Clicking the Create Account button will allow them set up and access their Insight account. Invited users  have one week to accept their invitation and create their accounts. If a user does not accept their invitation, they can be enabled manually.

Once a user accepts their invitation and creates an account, they will be able to log in and their status will update to Enabled.

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