Extended Insights Access

Extending Insights access to certain users can offer several valuable benefits, such as empowering data-driven decisions or increase transparency and accountability.

Video Resources

Extending access to Insights for certain users

 

You must have an Admin Role on your account to enable or disable this feature. 

Enabling Extended Insights Access

1. Open the Admin Panel.

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2. Click 'Preferences'.

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3. Make sure you select the 'Settings' tab. Toggle Extended Insights Users to the ON position.

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4. Using the drop down menu, pick the users you would like to extend Insights access to.

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5. Make sure the name of the user(s) are listed before leaving the Admin panel. Screenshot (734)

Any user(s) you select from the drop down list will have extended access to view the Auto-Reports in Insights. 


Disabling Extended Insights Access

  • Open the Admin Panel
  • Click 'Preferences'
  • Make sure to select the 'Settings' Tab
  • Toggle Extended Insight Users to OFF

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