Setting up permissions for Reports and Dashboards


In order to control who can see what Insights Reports and Dashboards on your platform you can use our Insights Permissions. These permissions can be applied to a customer role and to either a Dashboard or a Question/Report and similar to our standard Access Permissions you can either provide or deny access.


Setting up Insights Permissions

You can find all the controls for setting up Insights Permissions in Infigo admin under Insights > Permissions. By default, no permissions are required to access all Insights content and so everyone that has an admin login can view everything.


Insights Permission Settings

Currently, there is just one setting which you can find on the Settings tab on the Permissions page and its to allow you to determine if you want to allow access or deny acces by default. How you set this setting then determines how you go about creating your Permission Rules.

By default, the 'Default access is allowed' setting is enabled. If you wanted to switch this off and deny access by default then you would generally be setting up your Permission Rules to explicitly allow access to specific customer roles for specific Insights Dashboards or Reports. If you left the setting as is - enabled - then you would create your Permission Rules to deny access to specific customer roles for specific Insights Dashboards or Reports.


 Creating Permissions

The process for creating Insights Permissions for Dashboards and Questions/Reports is the same. 

First click the 'Add permissions' button.

Then select from the drop down the Question or Dashboard you want to apply this rule to, you can also select 'All' if you want the rule to apply to all of them.


Then, from the Roles dropdown list, select the customer role you want to apply this rule for. Again you can select 'All' from the list if you want the rule to be created for all customers roles.


The lastly, use the Access switch to determine if you are denying or allowing access. Keep the switch off if you want to deny access or switch it 'on' if you want to allow access.


Finally, click 'Add'.


Now you will see the Permission Rule you just created added to the Rules List. 

From here you can chage the permission access to deny/approve as you wish and also Delete the permission if you no longer need it.



Once happy with all the Permission Rules you have setup, click 'Save' in the top right corner.

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