Customer Insights access permissions
Note that, at this point in time, Customer Insights isn't available in China.
Customer Insights includes two different access levels: Customer Advanced User and Customer Basic User, making it important to understand the differences between the two access levels. The following table lists some of those key differences:
| Task | Advanced User | Basic User |
|---|---|---|
| Access Dashboards | ✓ | ✓ |
| Access Explores | ✓ | ✗ |
| Access Looks | ✓ | ✓ |
| Add a Look to a Dashboard | ✓ | ✗ |
| Change Your Default Space | ✓ | ✓ |
| Copy a Dashboard | ✓ | ✗ |
| Copy a Look | ✓ | ✗ |
| Create Dashboards | ✓ | ✗ |
| Create Looks | ✓ | ✗ |
| Create Spaces | ✓ | ✗ |
| Download Data | ✓ | ✓ |
| Email Data to Other Users | ✓ | ✓ |
| Manage Access to Your Personal Space | ✓ | ✓ |
| Mark Items as Favorites | ✓ | ✓ |
| Run Queries | ✓ | ✓ |
| Schedule Data Deliveries | ✓ | ✓ |
| Share a Look or an Explore | ✓ | ✓ |
| Use Filters | ✓ | ✓ |
| View Dashboard Access Settings | ✓ | ✓ |
Obviously these access levels affect the tasks you're able to carry out within the product. They also affect the product’s look and feel. For example, here are the options available to an Advanced User when viewing a Dashboard:
And here are the settings available to a Basic user accessing the same Dashboard:
Updated over 2 years ago