Insightful

Learn about what the Administrator user role represents in Insightful app and how to set up new Admins and their permissions for your account

Admin User Role

Understand the Manager role in Insightful app (its scopes and feature permissions) and how to add, set up or edit a Manager user role

Setting up Manager user role

Learn how to add and set up Client user role to give your clients access to data and insights related to projects they hired your team to do

Setting up Client user role

What data and stats of their own can employees see (and where in the app) and how to permit/restrict them the visibility of their data

Employee user role: Info employees can see

Petar Jelaca

Katarina Dakic

User Roles & Permission Levels

Terms of Use

Privacy Policy

Acceptable Use Policy

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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