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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 7 months 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.

Pro-tip:

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 access and modify it (update, delete, create, modify permissions).

If a user has only Read permissions for an Insightboard, they can still use the filters but cannot apply the made changes for everyone.

Learn more:

Insightboards permissions explained

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