User Permissions
Your license type in the insightsoftware Platform determines the functions that are available to you in Disclosure Management.
Note: Users with different license types across products may encounter unexpected permissions. The Platform resolves to the highest-privilege license. Contact your administrator if you experience permission discrepancies.
Viewer
A user with a Viewer license can use the following functions:
- See only the workspaces that they are a part of
- View documents in the workspace that they are a part of
- Show variables (Word and Excel)
- Review variables, sections, reports
- Add comments
Designer
A user with a Designer license inherits all permissions of a Viewer user, and has the following additional privileges:
- Refresh data
- Lock/Unlock data refresh
- Edit documents in the workspace that they are a part of
- Delete documents
- Create variables
- Insert variables (Word and Excel)
- Refresh variables
- Edit variables, sections, reports
- Delete variables
- Add/Remove variable labels
- Update variables
- Insert data queries in Excel documents
- Overwrite query variables in Excel documents
- Move document to workspace: from local and from workspace
- Add as report
- Roll forward reports
- Generate outline
- Create section
- Remove section
- Remove section and content
- Publish to PDF
Power User
A user with a Power User license inherits all permissions of a Designer user, and has the following additional privileges:
- Create workspaces
- Own workspaces (admin of workspaces that they are added to)
- Add users to workspaces that they own
- See all workspaces that they are a part of
- Create data queries (for workspace)
- Create query variables (for workspace)
- Associate data queries to workspaces
- Change report properties (Due Date, Description, Name) of the ones that they own
Admin
A user with an Admin license inherits all permissions of a Power User, and has the following additional privileges:
- Manage all workspaces for organization
- View and manage all data queries for organization
- View and manage all query variables
- Associate data queries to all workspaces
- Change all report properties (Due Date, Description, Name)
- Roll forward all reports
- Edit all documents
- Review all variables, all sections, all reports
- Refresh all data
- Lock/Unlock all reports and documents