Customer Insights access permissions

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 Dashboardsāœ“āœ“
Access Exploresāœ“āœ—
Access Looksāœ“āœ“
Add a Look to a Dashboardāœ“āœ—
Change Your Defaukt Spaceāœ“āœ“
Copy a Dashboardāœ“āœ—
Copy a Lookāœ“āœ—
Create Dashboardsāœ“āœ—
Create Looksāœ“āœ—
Create Spacesāœ“āœ—
Download Dataāœ“āœ“
Email Data to Other Usersāœ“āœ“
Manage Access to Your Personal Spaceāœ“āœ“
Mark Items as Favoritesāœ“āœ“
Run Queriesāœ“āœ“
Schedule Data Deliveriesāœ“āœ“
Share a Look or an Exploreāœ“āœ“
Use Filtersāœ“āœ“
View Dashboard Access Settingsāœ“āœ“

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:


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