Insights Access and Permissions – Kantata Knowledge Base

Dynamic Dashboard Access

Overview As an Account Administrator, you can choose who has access to Insights dynamic dashboards. There are three aspects that affect dynamic das...

Insights Classic: Settings

User Permissions Needed: Account Administrator Overview Insights gives you visibility into team and resource utilization, project margins, revenue...

Insights Classic: Create an Insights Access Group

NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access th...

Insights Classic: Add a Dashboard to an Insights Access Group

NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access th...

Insights Classic: Assigning Members to an Insights Access Group

NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access the ...

Insights Classic: Insights Side Panel

Overview The Insights side panel consists of three sections: Details, Dashboards, and People. Details The Details section of the Insights side p...

[Video] Insights Classic: Settings and Access Groups

You can manage access to Insights dashboards and the Advanced Editor by using Insights Access Groups. Related Articles Insights Classic In...