System Users

System Users are specialized administrative accounts created to manage customer configurations through the web client. These users have elevated privileges that allow them to perform critical administrative tasks, ensuring the system operates according to organizational requirements. Common responsibilities include configuring user roles and permissions, managing access groups, setting up integration APIs, enabling or disabling features such as auto-provisioning, and maintaining system-wide settings for security and compliance.

The Users > System Users page displays a list of HP Insights system users along with details such as name, email address, role, title, and login status. From this page, an End User Administrator can create new system users, invite users to log in to the system, edit system user details, and delete system user records.

Create a new System User

To create a user, you must be signed in as an End User Administrator.

  1. Select Users > System Users.
  2. Click the Create button. This opens the Create System User dialog.
  3. Enter the following required fields: Name, Email Address, and Role Name. Refer to the table below for the descriptions of each field.
  4. Select Save when you are done.
  5. A new user will be added to the System Users list.

After creating a user, the next step is to invite the user to the HP Insights system. Newly created users will not be able to login to the HP Insights system until he or she is invited.

Field Name Field Description
Name Enter the name of the user to be created. This is a required field.
Email Address Enter the email address of the user. Invitation to log in to HP Insights will be sent to the email address that you enter here. This email address will be used to log in to the HP Insights web portal. The user will be asked to set a password during activation. Email address should be unique. This is a required field.
Role Name Access to the HP Insights web portal will be based on the roles that are assigned to users. From the drop-down, select the role to associate to the new user. Please see Assign User Roles for more information. This is a required field.
Title Enter the user’s title.
Address The Address field captures the user’s contact location details as required by the Administrator. It supports multiple lines, allowing you to include suite numbers, building names, or other relevant information.
City Enter the city where the user is located.
State From the dropdown, select the state where the user is located.
Zip Code Enter the user’s zip code.
Phone Number Enter the user’s telephone number.

Invite System User

After creating a system user, you need to invite them to log in. Any user with an End User Administrator role can send invitations to one or more users who have already been created. Invitations are sent to the email address associated with each user.

  1. Select Users > System Users.
  2. Select the user(s) you want to invite by clicking on the checkbox next to their name(s). You can invite multiple users by checking multiple user names.
  3. Click the Invite button. This opens the Invite System Users dialog box. It will show a message letting you know how many people will be invited to use HP Insights.
  4. Click the Send button.
    1. The selected users will receive an email message to login to HP Insights. The email message will contain a link to access HP Insights.
    2. An invitation is valid for 30 days only. The user has to login to HP Insights before the invitation expires. The Login Status column shows the date and time when the invitation expires for each user.

    How system users accept the invitation:

    1. The system user opens the invitation email and clicks the link inside the message.
    2. The HP Insights log in page opens in the user's default browser. The Username field is automatically populated with the user's email address.
    3. The user is prompted to set a password via the Set Password button.
    4. If the log in is successful, the user is immediately taken into the HP Insights account, with visibility to all areas that correspond their account type.

    Login Status

    The Login Status column displays information about each user's log in history.

    • Not Invited - The user has been created, but has not yet been invited to log in to HP Insights.
    • Invite Expires: mm/dd/yyyy h:mm:ss - The user has been invited, but has not yet logged in to HP Insights. This shows the date and time when the invitation expires.
    • mm/dd/yyyy h:mm:ss - Shows the date and time when the user last logged in to

Edit details of a System User

You can edit one user at a time only. The Edit button will be grayed out when none or more than one user account is selected.

  1. Select Users > System Users.
  2. Select the user account to edit by clicking on the checkbox next to their name.
  3. Select the Edit button to display the Edit System User dialog.
  4. Edit the field(s) you want to change.
  5. Select Save when done.

Delete a System User

  1. Select Users > System Users.
  2. Select the user account to be deleted. You can select multiple users to be deleted.
  3. Select the Delete button to display the Delete confirmation dialog.
  4. Click OK to delete the selected user(s).

Deleted users will no longer be able to access the HP Insights system. Login attempts by deleted users will fail.