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Data guide

Data guide

Learn how to extract meaningful data from your Gtmhub account. Start setting OKRs and making decisions based on data!

Martin Voynikov avatar Lyubomir Hristev avatar
7 articles in this collection
Written by Martin Voynikov and Lyubomir Hristev

Managing Insightboard permissions

Customizing insightboard permissions helps you limit the access to insightboards that contain sensitive information in your Gtmhub account.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago
Getting Started with permissions

Permissions in the Insights module

How viewing permissions, create-update-delete permissions, and editing permissions work.
Martin Voynikov avatar
Written by Martin Voynikov
Updated over a week ago

What is the Data role

The Data role allows you to grant permissions to Gtmhub users who will have access to Insightboards and be allowed to manage Data.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to set custom permissions on Insightboards

Insightboards in your account may contain sensitive information that is relevant only for particular users in your account.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to organise your insightboards with tags and manage insights

Using tags, managing insights, and setting custom permissions.
Martin Voynikov avatar
Written by Martin Voynikov
Updated over a week ago

How to assign the Data role

Here's how to assign the data role to a designated professional in your Gtmhub account.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago
Mastering Gtmhub as a data source

Accessing the Gtmhub Reports and applying filters

Filters allows you to drill down specific information and data from a specific insight. Get all that you need in only a click!
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago