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:

TaskAdvanced UserBasic User
Access Dashboardsβœ“βœ“
Access Exploresβœ“βœ—
Access Looksβœ“βœ“
Add a Look to a Dashboardβœ“βœ—
Change Your Default Spaceβœ“βœ“
Copy a Dashboardβœ“βœ—
Copy a Lookβœ“βœ—
Create Dashboardsβœ“βœ—
Create Looksβœ“βœ—
Create Spacesβœ“βœ—
Download Dataβœ“βœ“
Email Data to Other Usersβœ“βœ“
Manage Access to Your Personal Spaceβœ“βœ“
Mark Items as Favoritesβœ“βœ“
Run Queriesβœ“βœ“
Schedule Data Deliveriesβœ“βœ“
Share a Look or an Exploreβœ“βœ“
Use Filtersβœ“βœ“
View Dashboard Access Settingsβœ“βœ“

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: