Insight Designer allows you the ability to create your own custom insights. There may be users that you want limit the access they have for this feature.
Insight Designer security NXT report security
Note: Any user who has Supervisor rights will have the ability to view, edit, delete and create new insights
Note: if you have not purchased insight designer you will not have the ability to edit or delete insights created by blackbaud
To manage permissions for Insight Designer on a role
1. In the web view, go to Control Panel, Security 2. Click Roles tab, Under Analysis roles, click the three little dots next to the security group, select Edit role 3. Under Fundraising tasks, click 4. Choose your level of permission this role will have 5. Click Save
To manage permissions for Insight Designer for user
1. In the web view, go to Control Panel, Security 2. Click Users tab, click the three little dots next to the user's name, select Manage roles 3. Under Security, Analysis, choose the role set-up that includes Insights 4. Click Save
Note: Insights permission only applies to the web view. Reports security in the database view are separate security settings.