MarketSight - Account Administrator Options

Overview

Account Administrators have access to additional areas of MarketSight in order to manage other user access, data, and some account-wide settings such as the default PowerPoint template. Users who are Account Administrators for two or more accounts will have the capability of switching between accounts and managing data in both simultaneously via the "Second Panel" option on the Datasets screen.

Access Account Administration

  1. Click on your user name in the upper right corner
  2. Choose Admin

Switch Accounts

  1. Click on your user name in the upper right corner
  2. Click "Switch Accounts"
  3. If needed, specify the name of the account to search for it
  4. If you are looking for an old deactivated account, deselect the option to "Show active accounts only"
  5. Select the account
  6. Click OK

Copy Datasets Between Accounts Using the Second Panel

  1. Open the Datasets page
  2. Click the option to "Open Second Panel" on the gray action bar
  3. If needed, change the account displayed in the second panel by clicking on the "Change" button to the left
  4. To copy datasets, click and drag from one panel to the other
  5. To close the second panel, click "Hide Second Panel" on the gray action bar

Set a New Default Template

  1. On the charts list page, click the Templates button
  2. After uploading a new template, select the checkbox next to it
  3. Click the "Set Default" button
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