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Managing Access: Graduate Insights

Access Levels and How to Add a New User

Written by Jacob Bonne

Accessing Graduate Insights

Graduate Insights is Steppingblocks' Staff and faculty-facing platform. Access is granted by an admin and requires all users to have a username and password to login. These are created after the invitation email has been received.

Levels of Access

  • Full Data Access - Ability to use the entire platform and view and download data INCLUDING names and contact information.

  • Limited Data Access - Ability to use the entire platform and view and download data EXCLUDING names and contact information

  • Admin - Ability to use the entire platform, view and download data including names and contact information, and add or remove new users.

  • Data Exports - Giving a user access to data exports allows them to use the “Data” tab in Graduate Insights. Access to this feature allows users to download data sets exceeding the 10,000 profile limit found in Graduate Explorer.

How to Add New Users

Admin have full access to the platform and are the only ones who can invite new users. Access can be granted to new users by going to the "Team" tab in Graduate Insights. Follow these steps to manage access and invite team members to Graduate Insights (Admin Only).

  1. Log in and navigate to the top left corner of the platform, and click on the team button.

  2. On this page you can create specific teams by clicking on the “Create Team” button (for example “Career Services” “Institutional Research” etc.) based on who is using the platform. To read more on creating teams click here.

  3. On the left side of your screen, click on members, then click on the blue “Invite Member” button.

  4. Fill out the invite team member form and indicate the team you are giving them access to, or the access level you want that team member to have. Click on the invite team member button to send them an email to sign up directly to their inbox.

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