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Insight Member Permissions

Project administrators can control the data, dashboards, and cards project members have access to.

Custom Dashboards for Members

Project administrators must create custom dashboards, and share dashboards with the project members that need data from them.

Project and account administrators have access to the default dashboards.

Controlling Insight Data

Project administrators must provide access to Insight.

Project administrators can use the dashboard share settings to make the dashboard available to all project members, select members, or only themselves.

Create Dashboard Example

This video shows the workflow for a project administrator creating and sharing a dashboard:

Wistia video thumbnail

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