Assign user roles in the ESO Insights module

Your agency or department has a specific number of licenses for the ESO Insights module, which you can assign to individual users based on the capabilities you want them to have with dashboards. Licenses are tied to specific roles in the ESO Insights module.

Note: To access the ESO Insights settings pages, you must have the necessary roles and permissions assigned to your user account by an ESO Suite administrator. You do not need an ESO Insights license to perform as an ESO Insights manager and assign ESO Insights roles to other users. To remove a user from the list of users in the ESO Insights settings pages, someone with ESO Admin module permissions must disable the user's ESO Insights roles in the Admin module.

Information on user accounts, roles, and permissions is available in Manage a user account.

There are several different user roles in the ESO Insights module.

• An ESO Insights designer can create, modify, share, and delete dashboards.

• An ESO Insights viewer can use and filter existing dashboards that have been shared with them.

• An ESO Analytics user can access their classic Analytics reports from within the ESO Insights module. In the ESO Analytics module, you can run ESO-provided reports and change the filters on them, but not create your own reports or modify existing ESO Analytics reports.

• An ESO Insights manager can assign ESO Insights licenses to users, and does not need an ESO Insights license of their own to do so.

An ESO Insights manager can assign ESO Insights licenses to users, and does not need an ESO Insights license of their own to do so. ESO Insights managers must have the necessary roles and permissions assigned to their user account by an ESO Suite administrator, to access the ESO Insights module's configuration pages.

Information on user accounts, roles, and permissions is available in Manage a user account.

 

1. (If you have not done so already) Access the ESO Insights module in the ESO Suite.

   1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        

      • (If you have not yet logged in) Log in to the ESO Suite.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

           The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

           If MFA multi-factor authentication is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

           Click graphics to open them.

           Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

           Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

           With an authenticator application.

           1. Click MFA verification via authenticator app.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

              

           2. Open your authenticator application and note the authentication code currently displayed.

           3. Enter the authentication code displayed in the authenticator application.

           4. Click Log In.

           With a text message (SMS short message service).

           1. Click MFA verification via SMS.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

              

           2. Enter the authentication code sent to your MFA-registered phone number.

           3. Click Log In.

           With an email message.

           1. Click MFA verification via email.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

              

           2. Enter the authentication code sent to your agency or department email address.

           3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics to open them.

      Note: If MFA multi-factor authentication is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

   2. On the top side of the home screen, click Insights.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

   3. A list of all the dashboards in the ESO Insights module appears.

      

      The capabilities you have in the ESO Insights module depends on what roles and permissions your ESO Suite administrator assigned to your user account. It also depends on what roles your ESO Insights manager assigned to your user account within the ESO Insights module.

      Information on user accounts, roles, and permissions is available in Manage a user account. Information on roles assigned with the ESO Insights module is available in Assign user roles in the ESO Insights module.

2. In the left pane, near the bottom, click the Settings icon.

   

   The Settings screen appears, displaying the License Management screen and listing all the personnel with access to the ESO Insights module. The beige boxes across the top of the screen indicate how many ESO Suite users can assign ESO Insights licenses to users, how many designer and viewer licenses are allocated, and how many ESO Analytics user can access their classic Analytics reports from within the ESO Insights module.

   Click graphics to open them.

3. Work with the list of ESO Insights users in any of the following ways.

   Search for a user by name.

   • At the top of the Name column you want to search, in Search Names, type the combination of characters you want to search the entire list for.

     As you type each character, the list of names reduces to only those whose that still contain that combination of characters.

     Example: If you typed the characters ste, the list reduces to display only the names that contain these characters.

   Sort the entire list into ascending or descending order, based on the values in a column.

   1. At the top of any column, click the column sort () icon.

      The ascending values () icon appears and the column sorts from A–Z, or from 1 to the highest numerical value.

      

   2. Click the ascending values icon to sort the list into descending order.

      The descending values () icon appears and the column sorts from Z–A, or from the highest numerical value to 1.

      

   Filter the entire list, based on specific values in a column.

   • At the top of the Last Active, Insights Manager, and Role columns, click the menu and choose an option to filter the list with.

     Only the items whose values in those columns match the option you selected appear in the list.

     

   Assign a role to an ESO Insights user.

   • In the listing for the user you want to work with, in the Role column, click the menu button and choose the role you want the user to have in the ESO Insights module.