- Log into Insight using your username and password, which will bring you to the Funds page
- Select the Users tab to see the list of Admins, Members, and Assignees in your organization
- To download a summary report of fund permissions for all users, click on the Actions drop-down in the upper right corner and select Download All Users
- You can then use the Excel export to review the fund permissions and roles of all Insight users for your organization
Comments
0 comments
Please sign in to leave a comment.