Customer Insights Access Levels

Customer Insights includes two different access levels: Customer Advanced User and Customer Basic User. By default, each organization is limited to 10 accounts of each type (10 Advanced User accounts and 10 Basic User accounts), making it important to understand the differences between the two access levels. And, coincidentally enough, we just happen to have a table listing some of those key differences:

Task

Advanced User

Basic User

Access Dashboards

Yes

Yes

Access Explores

Yes

No

Access Looks

Yes

Yes

Add a Look to a Dashboard

Yes

No

Change Your Default Space

Yes

Yes

Copy a Dashboard

Yes

No

Copy a Look

Yes

No

Create Dashboards

Yes

No

Create Looks

Yes

No

Create Spaces

Yes

No

Download Data

Yes

Yes

Email Data to Other Users

Yes

Yes

Manage Access to Their Personal Space

Yes

Yes

Mark Items as Favorites

Yes

Yes

Run Queries

Yes

Yes

Schedule data deliveries

Yes

Yes

Share a Look or an Explore

Yes

No

Use Filters

Yes

Yes

View Dashboard Access Settings

Yes

Yes

Obviously these access levels affect the tasks you are able to carry out within the product. They also affect the product’s look and feel. For example, here are the options available to an Advanced User when viewing a Dashboard:

And here are the settings available to a Basic user accessing the same Dashboard: