What do a user need in order to:

  1. Create an Insightboard - the user's role must include "Access Insightboards" permissions.

2. Delete an Insightboard - the user, his/her team, his/her role or everyone in the account must be added to Insightboard's permissions with "Delete" action.

3. Add insights to an insightboard - the user, his/her team, his/her or everyone in the account must be added to Insightboard's permissions with "Update" action. The user's role must also include "Manage Data" (for example "Admin" or "Data" roles) action otherwise the user won't be allowed to view insights.

4. Modify permissions granted to an insightboard - the user, his/her team, his/her role or everyone in the account must be added to Insightboard's permissions with "Modify permissions" action.

5. Change insightboard parameters (filters) values - the user, his/her team, his/her role or everyone in the account must be added to Insightboard's permissions with "Update" action.

Learn more:

How to set custom permissions on insightboards

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