I have an Insightboard that should be visible only by some members of my account. How do I restrict it?
Setting Insightboard permissions can be done when creating an Insightboard or editing an Insightboard (user, user's team or role or the whole account must have "modifyPermissions" action in this case).
Here's how to modify the insightboard permissions:
Navigate to the Insights drop-down menu > Insightboards
Open an Insightboard
Click on the ellipsis button at the top right corner
Choose Title and Permissions from the drop-down
Select Custom and assign who (employees, teams, roles, account) can have permissions to access the board, use the board filters and rearrange the insights.
Modify the permissions for this Insightboard accordingly
Click Save insightboard
When customizing permissions, 5 different options are available for each principal (employee, team, role or account) added to permissions collection:
read - this actions allows the principals to access and preview the Insightboard
update - allows the users to change the name, add insights (if their roles include "Manage Data" permission), change Insightboard parameters (filters) values, modify tags
create - at the moment this action is not used
delete - allows the principal to delete the Insightboard
modifyPermissions - allows the user to add or remove principals from permissions and change the actions added to each principal
If you want your Insightboard to be inaccessible for an employee, please make sure that the employee is excluded from permissions. This means that the employee's teams, roles, and the whole account should not be added to permissions collection as
If you wish to make a "read-only" Insightboard for an employee, team, role or everyone in account, please mark only "read" action for this principal in permissions collection.