You will be able to enable Insights to users at your company if you have this module as part of your subscription. To purchase it please contact your Customer Success Manager or email us at [email protected]

How do I access the module? (as a user)

Once Insights has been enabled for you by the admin at your company, a new icon will be added at the left-side menu. Click on the icon to access Insights.

How to activate Insights for other users? (as an admin)

Only Admins can enable this module for users.

Steps:

  • Go to the Settings > Users > look for the specific user and then open its profile.

  • Scroll-down until you reach the Roles section

  • Enable the analyst role, and then indicate to which branch or branches you want this specific user to have access.

💡 After enabling Insights for the user, it may take one day for them to access the data.

Go to the Glossary page to learn about the calculation details and terms used in the module.

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