Disclaimer: Some content in this article outlines how to use functionalities that will be publicly released to all clients at the end of October 2024. If you see differences between this article and your platform, check back at that time.

Introduction

Insights allows you to collect data and useful information on the activities on your platform. As a Superadmin or a Power User with Insights permissions, you can benefit from a number of ready-to-use dashboards but also build and customize your own dashboards according to your needs. 

You can also assign dashboards to Power Users and other Superadmins. This article outlines the steps to assign a dashboard.

Featured dashboards 

The Insights main page displays all the available dashboards divided into two categories: 

• Featured dashboards: includes the ready-to-use dashboards, the dashboards you have assigned to other users or that have been created and assigned to you by another Superadmin. 
• My dashboards: includes the dashboards that you have created yourself and that you have not assigned to other users. 

Assigning a dashboard

To assign a dashboard to other users, follow these steps: 

Click on the ellipsis menu in the dashboard card and choose Assign. In the right panel, select the users to whom you want to assign the dashboard. You can choose among the following options: 

• Assign the dashboard to all Superadmins: The dashboard will be displayed in the Featured dashboards section of the Superadmins and they will be able to modify it. 
• Assign the dashboard to all Superadmins and all Power Users: The dashboard will be displayed in the Featured dashboards section of all Superadmins and all Power Users who can access Inisghts. Superadmins can modify the dashboard while Power Users can only view it. 
• Assign the dashboard to all Superadmins and a selection of Power Users and Power User profiles. When you select this option, you can assign the dashboard to specific Power Users by typing their name in the corresponding field. You can also assign the dashboard to a Power User profile. All the Power Users assigned to this profile will be able to view the dashboard. You only have to complete one of the two fields to be able to proceed with the assignment of the dashboard. The dashboard will be displayed in the Featured dashboards section and only Superadmins can modify it. 

After completing your selection, click on Assign. When you assign a dashboard to another user, the dashboard will be moved to your Featured dashboards section on the Insights main page.

Power Users and dashboards

Power Users assigned to a profile having Insights permissions can access Insights and use dashboards. They will only see the data related to the resources assigned to them. Power Users will not see the custom dashboards created by Superadmins or other Power Users unless these have been shared with them. 

Power Users cannot edit or delete the ready-to use dashboards. Similarly, they cannot edit or delete custom dashboards created by others on which they have visibility. They are only able to perform actions on the dashboards they have created themselves.

You can assign the following permissions from the Power Users area of your platform:

• View: The Power User can access all the standard dashboards
• Create: The Power User can create a custom dashboard following the steps outlined in the article Creating and managing custom dashboards. When creating and editing dashboards, Power Users will have access to the entire visual library.

View the full list of Power Users permissions.

Assigned resources and dashboard visibility

The data that Power Users having Insights permissions will be able to see depends on their assigned resources: