This article explains how a System Administrator assigns Insights+ (the Evotix analytics and dashboarding tool) access to Assure users. Access is configured at the individual user level via Settings > Organisational Configuration > Users, where each user can be assigned one of two Insights+ roles: Viewer (view dashboards only) or Designer (view, build, and share dashboards). All users default to None.
Two key constraints apply: the user must have a unique email address before Insights+ access can be saved, and access is not immediate - the Insights+ menu only appears after the overnight batch process has run.
Insights+ must be enabled on the account before any user access can be configured. Contact your Customer Success Manager to enable Insights+.
Prerequisites
- Insights+ must be enabled on your Assure instance. Contact your Customer Success Manager to enable Insights+.
- The administrator performing this task must have access to Settings > Organisational Configuration > Users.
- The email address for the user being given access to Insights+ must be unique for the access to be granted.
Insights+ Role Options
There are three possible Insights+ Role values that can be assigned to a user:
| Role | Description |
| None | Default setting. The user has no access to Insights+. |
| Viewer | The user can access the View option within the Insights+ menu. |
| Designer | The user can access View, Design, and Dashboard Management within the Insights+ menu. Majority of customers only have access to viewer. Designer must be purchased as a separate license. |
How to Grant a User Insights+ Access
1. Navigate to Settings > Organisational Configuration > Users.
2. There will be an additional column visible within the list view called Insights+ Role. All users will have their access set to None by default.
3. Click on the Cog menu for the user you wish to give Insights+ access to and select Edit.
4. Navigate to the Permissions section and expand the section.
5. From the Insights+ Role area, click on either the Viewer or Designer radio button.
6. Save and close the changes.
Error on Save: Duplicate Email Address
The email address for the user being given access to Insights+ must be unique for the access to be granted. If the email address is already associated with another user, the following error message will appear on save:
"Insights+ requires each user have a unique email; 'devteam@evotix.com' is already assigned"
To resolve this, ensure each user has a unique email address before assigning an Insights+ Role.
What Users See After Access Is Granted
Users with access will have an additional menu option on the homepage of Assure called Insights+.
Designer Access
Users with Designer Access will have the following options within the menu:
- View
- Design
- Dashboard Management - Dashboard Management allows Designers to share Dashboards with other users or to remove access to existing shared Dashboards.
Viewer Access
Users with Viewer Access will have the following options within the menu:
- View
Important Notes
- Please note the access will not be instant for users. The Insights+ menu will only be available after an overnight process has taken place.
- If 24-48 hours have passed since updating the user account and the user still has no access to the Insights+ menu, raise a ticket at help.evotix.com for investigation.
AI Metadata
- Product Area: Insights+, User Management, Organisational Configuration
- User Role: System Administrator (requires Manage Users Supervisor Privilege)
- Tags: Insights+, Insights+ Role, Viewer, Designer, User Access, Organisational Configuration, Dashboard Management, User Settings, Unique Email
- Version/Region: All regions; applicable to customers with Insights+ enabled only
- Important Synonyms: Insights+ Viewer = Viewer licence; Insights+ Designer = Designer licence; Insights+ Role = Insights+ access type; None = no Insights+ access; Dashboard Management = share dashboards
- Suggested Embedding Keywords: Insights+ user access, grant Insights+ access, Insights+ Viewer Designer, configure Insights+ role, Assure user Insights+ permission, Insights+ menu not visible, overnight process Insights+, unique email Insights+, Insights+ role column, Dashboard Management Insights+
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Relevant Modules and Cross-Module Implications: This article spans Insights+ and the User Management area within Assure (Settings > Organisational Configuration > Users). Insights+ access is assigned at the individual user level. The Insights+ menu only becomes visible to users after an overnight batch process runs following the access change. The user's email address must be unique across the system for Insights+ access to be granted.