Introduction
This article provides a step-by-step guide to logging into snapsight, managing your account, and handling user permissions within your organisation.
How to Sign Up / Log in to snapsight
Navigate to the Login Page at https://www.snapsight.com/login
If you are new, click on Sign Up
If you are an existing users, Login using Google Account or Email - the credentials that you have used when creating the account.
- Google Account: Click on the Google login option and sign in using your Google credentials.
- Email and Password: Enter your registered email and password manually.
How to Manage Your Account
Once logged in, click on your initials at the top right corner of your dashboard to access various account management options.
Change Organisations
If you have access to multiple organisations, you can switch between them to access different projects.
- Click on the current organisation name.
- Select the desired organisation from the dropdown list.
Update Your Profile
To update your personal information:
- Navigate to the User’s Tab.
- You can update your First Name, Last Name, and Email.
Change Your Organisation Details
It is only possible if you are the organisation admin.
To update your organisation’s details:
- Go to the organization settings.
- You can modify the following:
- Organisation Name
- Country
- Owner Email Address
Add and Manage Users within Your Organisation
You can manage users in your organisation by navigating to the user management section. Users are categorized into four pages:
- All: Lists all accounts under your organisation.
- Active: Shows all active accounts.
- Pending: Displays all invite requests not yet accepted by users.
- Inactive: Lists all inactive users.
How to Invite a New User to Your Organisation
- Click on the Invite More Users button.
- Enter the user’s First Name, Last Name, Email, and select their Role:
- Admin: Full access to the organisation.
- Member: Limited access to the organisation.
