Admin Dashboard
About administration of the Insights Dashboards
The Admin Settings feature allows you to manage users and groups, control access to content, and configure security settings.
The Admin Settings gives Insights administrators control over user access enabling them to control what individual users see and do. For example, if you want a particular user to have access only to one or two specific cards on a page, you can share just cards with them, rather than risking security issues by allowing them to view the entire page.
Optionally, you can download the Insights Administration Guide as a PDF.
Administrator settings for Insights
On the Admin Settings page, you can handle many administrative functions. You must have an INSIGHTSADMIN security role to change Admin Settings.
People
Displays the names of all users and their corresponding user profile information. Refer to About People for more information.
Groups
Displays the names of all groups and the corresponding group detail information. If you have an INSIGHTSADMIN role, this list shows you all of the groups in your organization and who is the in the group(s). Otherwise, the list shows only the groups of which you are a member. Refer to About Groups for more information.
Cards
Displays all of the cards that have been added to the dashboard and the corresponding details, such as owner and DataSet name. You can filter the cards in this list, as well as make individual or bulk changes to cards, such as adding or removing user or group access, duplicating cards, and more. Refer to About Cards for more information.
Pages
Displays all pages in your instance. You can filter the pages in this list, as well as make individual or bulk changes to pages, such as adding or removing user or group access, moving pages in the hierarchy, and more. Refer to About Pages for more information.
Roles for Insights
You can access content and perform actions in the dashboard, based on the access rights granted to your security role.
Note: If you have requested Supply Chain Insights and the applicable roles are not available through Advanced Inventory Platform Manager, contact the Customer Success Center to get the appropriate permissions for your Insights instance.
Security Roles
INSIGHTSADMIN
Users with the INSIGHTSADMIN security role can perform any of the following tasks. This role should be used in conjunction with the INSIGHTSEMBEDUSER and INSIGHTSFULLUSER roles.
Note: The INSIGHTSEDITOR and INSIGHTSADMIN roles should never be assigned to a user simultaneously. If this role is selected, do not select the INSIGHTSEDITOR role.
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Create, edit, and share any alerts.
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View, edit, and delete any alerts in an instance.
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Create and print scheduled reports.
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Export data.
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Create, edit, and delete cards.
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Create, edit, and delete drill path views.
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Create, edit, and delete Beast Modes.
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Create, edit, and delete pages, styles, templates, and layouts.
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Create, edit, and delete datasets and dataflows.
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View, edit, and delete dataset and dataflow in an instance.
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Edit groups.
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View, edit, and delete groups.
INSIGHTSEDITOR
Users with the INSIGHTSEDITOR security role can perform any of the following tasks. This role should be used in conjunction with the INSIGHTSEMBEDUSER and INSIGHTSFULLUSER roles.
Note: The INSIGHTSEDITOR and INSIGHTSADMIN roles should never be assigned to a user simultaneously. If this role is selected, do not select the INSIGHTSADMIN role.
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Create, edit, and share alerts to which they have access.
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Create and print scheduled reports.
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Export data.
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Create, edit, and delete cards.
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Create, edit, and delete drill path views.
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Create, edit, and delete Beast Modes to which they have access.
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Create, edit, and delete pages, styles, templates, and layouts.
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Create, edit, and delete datasets and dataflows to which they have access.
INSIGHTSEMBEDUSER
Users with this security role have "view-only" access. INSIGHTSEMBEDUSERs can view Insights data and reports to which they have access. INSIGHTSEMBEDUSER does not require additional role assignments for access to Insights.
INSIGHTSFULLUSER
This role is used to account for Insights licenses and can be the only Insights role selected. This role is used in conjunction with either the INSIGHTSEDITOR or INSIGHTSADMIN role, but does not require either of these additional role assignments for access to Insights.
About controlling access to pages and cards
You can grant and remove access to cards and pages in the Admin Settings.
Access to a page
When you share a page with a user, the page itself is added to the page tab row in the user's personalized dashboard, and the name of the page is added to the user's Pages listed in the People tab. When you share a page with a group, the page is added to the dashboard of every member of that group, and the name of the page is added to the group's Content Accessible by this Group listing in the Groups tab.
Access to a card
When you share a card with a user, the card is added to the user's Shared page, and the name of the card is added to the user's Cards listed in the People tab. When you share a card with a group, the card is added to the Shared page for every member of that group, and the name of the card is added to the group's Content Accessible by this Group listed in the Groups tab.
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