Manage roles and privileges

FEATURE AVAILABILITY

Insights is available to direct customers on specific pricing plans. Embedded partners can also access Insights, but it is limited to data within the admin workspace. Additionally, access to Insights dashboards within Workflow apps is determined by whether your plan includes the Workflow apps feature. Refer to your pricing plan and contract to learn more.

Permissions to access the Insights feature is determined by role-based access control (RBAC). The following system roles have full access to the Insights feature by default:

• Admin
• Analyst

Additionally, you can create a custom collaborator role with the Insights privilege.

Create a custom collaborator role with the Insights privilege

Complete the following steps to create a custom collaborator role with the Insights privilege:

1

Go to Workspace admin > Collaborators > Collaborator roles and click + Add collaborator role.

2

Name the role to reflect its scope and purpose, such as Insights builder.

3

Go to Platform tools > Insights. Insights privileges

4

Select the privileges for accessing Insights dashboards:

• • Full access
  • Complete access to the Insights feature, including the ability to View, Edit, Create, and Delete Insights dashboards.
  • View
  • View existing Insights dashboards.
  • Edit
  • Edit existing Insights dashboards.
  • Create
  • Create new Insights dashboards.
  • Delete
  • Delete Insights dashboards.

This setting controls the ability to access Insights in the platform. Access to Insights dashboards within Workflow apps is determined by whether your plan includes Workflow apps.

5

Click Save changes.

6

Assign the role to existing collaborators or invite new collaborators to your workspace with this role.

You can manage privileges to Insights for custom roles in Workspace admin > Collaborators in Platform tools > Insights.