Updating User Roles for Insights

The roles assigned in the Organizational Settings do not apply to the Insights tab, but Allocadia administrators assign users a role directly in the Insights tab.

There are two roles for the Insights tab:

  • Viewers can access, filter, and consume the insights present in reports and dashboards.
  • Editors get additionally access to the Edit button to create and edit reports.

We recommend that only a few team members should be made editors for creating reports and dashboards. Allocadia administratos can switch their own roles from Editor to Viewer and vice versa.

  1. Open the Insights tab.
  2. In Insights tab, click Manage User Permissions.
    The Manage User Permissions dialog box is displayed. The User column shows all users who are invited to your Allocadia instance. The Permission column displays the role granted for each user.
  3. Inline of the user whose role you want to adapt, click the Permission cell.
  4. Select the desired role.
  5. Click Save.

You have updated the user's role for the Insights tab.

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