On existing platforms, Insights permissions are disabled for all roles by default, allowing you to choose the appropriate access for each role.
On new platforms, Insights permissions are automatically enabled for administrators, instructors, and monitors.
Super administrators have the ability to adjust which roles can view and create reports, as well as the data they have access to. To edit reporting permissions, super administrators:
- Hover over Admin on the primary navigation menu.
- Click Permissions from the fly-out menu.
- Click the Business tab.
- Click Edit.
The Insights section includes the following permissions in the Default organization permissions grid:
- View reports: This permission enables the Insights menu item on the primary navigation menu.
- By default, this permission is enabled for Super administrators, Administrators, Instructors, and Monitors on new platforms.
- Create reports: This permission allows the creation of custom reports through the Create report button.
- By default, this permission is enabled for Super administrators, Administrators, Instructors, and Monitors on new platforms.
- Access built in reports: This permission allows access to standard, pre-built reports.
- By default, this permission is enabled for Super administrators, Administrators, Instructors, and Monitors on new platforms.
- View data on all users: Allows users to view report data for all users in the platform.
- By default, this permission is enabled for Super administrators, Administrators, and Monitors on new platforms.
- View data on direct reports: Allows users to view report data for their direct reports.
- By default, this permission is not enabled for any role.
One additional permission is available in the Suborganization permissions grid:
- View data on all users in organization: Allows users to view report data on all users in their specific organization and child organizations.
- By default, this is enabled for Administrators on new platforms.
After configuring reporting permissions for each role:
- Click Save.
Insights access
Once permissions are enabled, Insights appears in the primary navigation menu for users with access.

Please note after installing the Insights app, reporting data is not immediately available. Reporting data will be available after the next data load.