Note: Any user who has Supervisor rights will have the ability to view, edit, delete and create new insights

Note: if you have not purchased insight designer you will not have the ability to edit or delete insights created by blackbaud

To manage permissions for Insight Designer on a role


1. In the web view, go to Control Panel, Security
2. Click Roles tab, Under Analysis roles, click the three little dots next to the security group, select Edit role
3. Under Fundraising tasks, click
4. Choose your level of permission this role will have
5. Click Save

To manage permissions for Insight Designer for user

1. In the web view, go to Control PanelSecurity
2. Click Users tab, click the three little dots next to the user's name, select Manage roles
3. Under SecurityAnalysis, choose the role set-up that includes Insights
4. Click Save

Note: Insights permission only applies to the web view.  Reports security in the database view are separate security settings.

For more information on web view permission visit our help documentation