Logging in to Insight

Only EFT "Server Admin" accounts are authorized to log in to Insight. The EFT server-administrator account that is logging in must have "Run and Edit Reports" permission. (During installation, the account needs both "Run and Edit Reports" and "COM API" permission.)

To create an EFT Server Admin account so that it can have access to EFT Insight but NOT have any administrator capabilities on EFT itself, create a "Change Password" admin and assign it to a Settings Template with no users, or create an AD group just for Insight users. Refer to Knowledgebase article #11459 for details.

To log in to Insight

1. Navigate to the Insight URL (e.g., https://eftinsight.com). The login page appears.

2. Under Authentication, specify EFT Server or Windows authentication.

3. Provide the EFT administrator or Windows credentials.



4. Click Sign in. You are logged in and the Servers view appears.

• Invalid credentials result in the following error:



Make sure you’ve correctly entered the credentials for a user who has administrator privileges within EFT.

• If the authentication service cannot be reached, you will receive the following error:



• If the account does not have Run and Edit Reports permission, you will receive the following error: