Assign user permissions
Access to Customer Insights - Data is restricted to users in your organization that an admin adds to the application. An admin can add, edit, or remove users. A user can be a single user, group, or application. User roles determine what the user can access within Customer Insights - Data.
Go to Settings > Permissions and select the Users tab.
Select Add users to open the Add/Edit permissions pane.
Use the Search field to find the user or group you want to add. Select a Role to assign to that user or group.
Select Save. The current environment is automatically shared with the user or members of the group. Users can access the app and work according to their specified role.
View current permissions
Go to Settings > Permissions and select the Users tab to view the list of active users and their role assignments. You can sort the list of users by any column or use the search box to find a particular user.
Manage current users
Go to Settings > Permissions and select the Users tab. You can sort the list of users by any column or use the search box to find the user you want to manage.
Select a user to view available actions.
- Edit to edit the user's role in Customer Insights - Data. Select Save to confirm the change.
- Remove to revoke the user's access. Select Delete to confirm the deletion.
It can take up to 15 minutes to fully propagate the changes to permissions. To see changes reflected in the user interface, users should refresh the browser window that runs the application.