Free License - Manage Users
The Users sub-module provides a view-only display of all users who have access toAccount Reconciliation.
Note: The Users sub-module is view-only. User creation and permission management are handled through the platform administration. You cannot add, edit, or remove users directly from this interface.
To view users:
-
Navigate to Settings > Users. .
The Users page displays all users created in the platform who have been granted access to Account Reconciliation.
-
Use the following controls to find and filter users:
Control
Function
Search Users
Searches users by name or email address.
Role Filter
Filters users by role:
- All — view all users.
- Admins — view users with Admin access.
- Designers — view users with Designer access.
- Power Users — view users with Power User access [v26.1] .
- Viewers — view users with Viewer access [v26.1] .
Refresh
Syncs the user list with the platform to show recently added or updated users.
Pagination
Displays rows per page selector (default: 25), total user count, and page navigation controls.
-
Review the user information in the table. The table displays the following user information:
Column
Description
Avatar User initials displayed as a colored circle. Name
Full name of the user. Sortable. Displays as a teal link.
Email
Email address of the user
Role
Role assigned to the user, displayed as a badge — Admin, Designer, Power User, or Viewer.
Note: The Users tab is view-only. User creation and permission management are handled through the insightsoftware platform administration. You cannot add, edit, or remove users directly from this interface.
User Types [v26.1]
Account Reconciliation uses different user types with distinct permission levels, providing appropriate access controls based on user responsibilities.
Role |
Description |
|---|---|
Admin |
Full access to all modules, settings, and actions. Can manage users, accounts, integrations, checklist templates, and perform all reconciliation actions. |
Designer |
Can design and manage checklist templates. Has access to reconciliation modules and standard user actions. Cannot access administration settings. |
Power User |
Can perform reconciliation actions including prepare, upload, match, submit for review, and approve. Can complete checklist tasks and upload attachments. Cannot access checklist template design or administration settings. |
Viewer |
Can view all pages, reconciliation details, dashboards, reports, and checklists. Cannot perform any actions such as add, edit, delete, upload, match, approve, or submit. |
Note: When a user logs in, the application displays their role in the header. If a user has both Administrator and Designer roles assigned, only Administrator is displayed as it is the higher-level role.
Note: Viewer users are excluded from assignee selection dropdowns. When assigning Preparers, Reviewers, or Approvers to accounts, Viewer users do not appear in the selection lists.
Assigning User Types
User types are assigned through the insightsoftware platform administration. When users are granted access to Account Reconciliation, administrators specify the appropriate user type based on the user's role and responsibilities.
The following table summarizes the permissions for each user type:
Feature / User Type |
Admin |
Designer |
Power User |
Viewer |
|---|---|---|---|---|
Dashboard | ||||
View Dashboard (Overview tab) |
✓ |
✓ |
✓ |
✓ |
View Unmatched Items Aging tab |
✓ |
✓ |
✓ |
✓ |
Reconciliations | ||||
View reconciliation list |
✓ |
✓ |
✓ |
✓ |
View reconciliation details |
✓ |
✓ |
✓ |
✓ |
Start reconciliation / Upload bank statements |
✓ |
✓ |
✓ |
— |
Set GL / Support balance |
✓ |
✓ |
✓ |
— |
Add / Edit / Delete GL lines |
✓ |
✓ |
✓ |
— |
Add / Edit / Delete unmatched items |
✓ |
✓ |
✓ |
— |
Match / Unmatch items |
✓ |
✓ |
✓ |
— |
Submit for Review |
✓ |
✓ |
✓ |
— |
Approve / Reject reconciliation |
✓ |
✓ |
✓ |
— |
Add comments |
✓ |
✓ |
✓ |
— |
Change Assignees (3-dot menu) |
✓ |
— |
— |
— |
Checklists | ||||
View checklists |
✓ |
✓ |
✓ |
✓ |
Complete checklist items |
✓ |
✓ |
✓ |
— |
Upload attachments to checklist items |
✓ |
✓ |
✓ |
— |
Design / Edit checklist templates |
✓ |
✓ |
— |
— |
Files | ||||
View files |
✓ |
✓ |
✓ |
✓ |
Upload / Delete files |
✓ |
✓ |
✓ |
— |
Reports | ||||
View reports |
✓ |
✓ |
✓ |
✓ |
Export report (Excel / PDF) |
✓ |
✓ |
✓ |
✓ |
Administration | ||||
View Users tab |
✓ |
— |
— |
— |
Manage Accounts (enable / disable) |
✓ |
— |
— |
— |
Manage Integrations |
✓ |
— |
— |
— |
Bank Account Management |
✓ |
— |
— |
— |
Note: Role-based access control is enforced at both the UI level and the API level. Unauthorized features are hidden from the interface and blocked at the API.