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How to set custom permissions on Insightboards
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.

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

Here's how to set permissions to Insightboards so that only people who need to can access them:

  1. In the navigation side panel select Insightboards

  2. Open an Insightboard.

  3. Click on the ellipsis button at the top right corner.

  4. Choose Title and Permissions from the drop-down

  5. Select Custom and assign who (employees, teams, roles, account) can have permissions to access the board, use the board filters and rearrange the insights.


Permissions can be granted on 4 different levels - employees, teams, roles, account - depending on your organizational needs.

Also, each insightboard can have different permissions so that only those who need can have an access and modify it (update, delete, create, modify permissions).

If you want to share the Performance reports with Sales team but do not want team members to be able to view other teams statistics, you can create the Insightboard with applied filters - relevant Session(s), Team and owner(s).

Set the Title and permissions of the board to Sales team without Update option. This way team members will not be able to change the filters values and browse through other teams information.

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