The Support and Documentation section centralizes all the information you need to learn how to use Rootlenses Insight efficiently. Here you will find guided tours, detailed explanations of key features, and an intelligent search tool that helps you find answers quickly.
It serves as the reference point for both new and advanced users who need to understand how to manage users, configure roles, or handle databases within the platform.
Help Search Bar
At the top, you’ll find a search bar where you can type:
- Titles
- Features
- Concepts
- Keywords
The system will display all relevant articles or tours available within the internal documentation. You can also filter content types using the “All Types” button.
Available Tours
The section offers interactive tours to help you learn essential administration tasks step-by-step. Each block includes a summary and a “Start Tour” button.
Manage Users
This tour teaches you how to:
- Create users
- Edit user information
- Assign roles
- Change account status (active/inactive)
- View access details
It walks you through the administration panel so you can easily manage your team.
Connection Profiles
In this tour you will learn how to:
- Create connection profiles
- Restrict or allow access to specific tables
- Assign profiles to roles or users
- Ensure segmented data access
This is essential for organizations that require granular control over their databases.
Role Management
Here you’ll learn how to:
- Create custom roles
- Assign descriptions
- Attach connection profiles
- Manage detailed permissions
This module helps you structure internal access securely and efficiently.
Databases
This tour explains everything you need to know about connecting and managing databases:
- How to connect a new database
- How to describe its structure
- How to enable secure access
- How to review allowed and restricted tables
- Ideal for users who work directly with data configuration.
If you’re new to Rootlenses Insight, this is the best starting point to begin mastering the platform.