Insights Permissions

Note: Insights must be enabled by an account administrator before permissions can be assigned. For setup instructions, see Configuring Insights for the First Time. All account administrators have access to Insights by default. Additional permissions can be assigned to individuals and/or roles.

 

Insights

  • Insights: View/Export: User can view out-of-the-box dashboards for audits, change controls, documents, issues, tasks, and training.

 

Insights Pro

  • Insights: View/Export: User can view out-of-the-box Insights core dashboards and custom dashboards created by others in their account if shared. User can set alerts on visualizations and schedule or export reports.

  • Insights: Design Dashboards: User can view core Insights dashboards, custom dashboards shared with them, and create custom dashboards to share with other members in ZenQMS. User can set alerts and schedule exports of reports.

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