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Set up Insights dashboard permissions

You can give access to Insights dashboard reports and set up permissions by brand, division, job positions, or sites.

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated over 6 months ago

Your insights report contains different dashboards that you can use to obtain specific data.

Note: For more information on how to access and run a report follow this article.

To set up Insights dashboard permissions follow the steps:

  1. Open the Admin Tool.

  2. Click Insights, then click Dashboards.

    • Not all dashboards will be visible to all employees or not all users that have Insights access can access reports with sensitive information such as appraisals or surveys.

  3. Click Toggle to activate or deactivate a dashboard

    • Dashboard is visible or not visible or it's allocated to users.

  4. Click Permissions icon next to the dashboard that you need.

    • You can see the users that already have access to dashboard.

    • If there are no set up permissions this means dashboard is available to everyone.

  5. Click Add button to set up new permissions, then click Add again to confirm.

    • Set up permission by Brand.

    • Set up permission by Division, only a particular division might have access to this report, add as a permission value the name of the division.

    • Set up permission by Multiuser ID, add permission value the name or Multiuser ID.

    • Set up permission by Position, add permission value job ID.

    • ​​Set up permission by Site, add permission value site name

πŸ€“Tip: For details on which dashboard gives you what data, please see this article.

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