How to Set Up Different User Rights in Insights
Make sure that the Insights add-on was paid and activated for your database. Activation is done by the integration team.
Insights roles are aligned with current dashboard permissions.
- To change access rights to the dashboards; go to Administration Administrator Users. Click on the User ID to check/modify access rights.
- Click on the Access Rights tab. Go to Dashboards located in the last row.
Click on Modify User Access Settings if you need to grant/revoke rights.
No Access
With all four check-marks unchecked; a user has no rights to view 'Insights'.
Insights won't be shown on the left side menu in Maximizer and won't be accessible in Preferences Customize Icon Bar.
Viewer
Viewer rights - Only the first 'Read' option is checked
Designer
Designer rights - all four check-marks are checked. A designer can create/modify dashboards; duplicates dashboards created by others and more.