By default, only admins and users with specific permission set have access to and are able to modify Insightboards.

Here's how to manage the insightboard granular permissions:

  1. Navigate to the Insights drop-down menu > Insightboards
  2. Pick an Insightboard
  3. Click on the upper-left drop-down menu > Edit
  4. Go to Permissions drop-down and select Custom
  5. Assign who (employees, teams, roles, account) can have what permissions
  6. Keep in mind that there are a set of global, roles based permissions governing the access and manage insight boards permissions that also need to be granted ->
  7. Save insightboard


Insightboard permissions can be granted on 4 different levels - employees, teams, roles, account.

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