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Insights Classic: Assigning Members to an Insights Access Group



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 dashboards from the left-side nav.

Follow these steps to assign a classic Insights Access Group to an account member:

  1. In the left navigation, hover over Settings, then select Insights.
  2. On the Insights Settings page, click the Access Groups tab.
  3. Click the name of the Access Group for which you'd like to add people.
  4. After the Insights Details side panel slides open, click People.
  5. In the People section, use the Add a person field to locate and select the people you'd like to assign to this Access Group. You can check Show users in other access groups if you would like to move users from a different Access Group and into the Access Group you're editing.
    Caution: Members who have Can Edit enabled can create dashboard reports containing all your account data. This may cause serious security risks. Unless you are certain, we strongly recommend that you do not check this box.
  6. If you're moving users from a different Access Group and into the Access Group you're editing, you'll receive a warning. Click OK to continue.
    Note: When a user is moved to a different classic Insights Access Group, they will lose access to the dashboards of their previous Access Group and gain access to the dashboards of their new Access Group. It may take up to 15 minutes for the changes to take effect.
  7. When you are finished, close the Insights Details side panel; changes in this section are saved automatically.

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