How to control access levels and invite collaborators to your Insight.
The Insight Audience can be managed only by users with the EDITOR role for that Insight.
Accessing the Share Menu
To start managing access:
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Open the specific Insight you wish to manage.
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Locate the toolbar in the top-right corner.
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Click the Share Icon (curved arrow).
Managing Users
The "Share" dialog allows you to invite new colleagues or revoke access for existing ones.
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To Invite Users: Click into the field labeled "Search people to invite". Type the name of a user (or an entire Team) and select them from the list to grant access.
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To Remove Users: Locate the user in the access list and click the Remove button on the far right. Access is revoked immediately.
Roles & Privileges
When inviting a user, or by modifying an existing user in the list, you must assign one of three roles. Each role grants a specific level of control over the Insight.
- READER - Can access the Insight and read all collected content. Cannot make changes.
- PUBLISHER - Can read content + Manage Content. This includes adding or removing Posts, Dossiers, and Signals.
- EDITOR - The highest permission level. Includes all Publisher rights, plus the ability to:
- Edit Insight details (Name, Description, Properties)
- Manage the Audience (Invite/Remove users)
- Archive the Insight
Changing a User's Role
To change a colleague's permission level (e.g., promoting a Reader to a Publisher):
- Find their name in the list.
- Click the desired role button (Reader, Publisher, or Editor) next to their name.
- The change is applied immediately.