Depending on how your Insights add-on is configured, access to Insights is controlled through either your Zuora tenant or the Insights identity provider service.
If your Insights add-on uses the Insights identity provider service, Insights administrators can manage access to Insights features in Insights settings. See Add Team Members for more information.
If your Insights add-on does not use the Insights identity provider service, Zuora platform administrators can manage access to Insights features by setting roles and permissions in your Zuora tenant.
The following Insights roles are available in the Manage Roles administration setting:
Zuora Insights No Access
This role has no permissions.
Zuora Insights Standard User
This role has the permission Access Insights described below.
Zuora Insights Administrator
This role has all the Insights permissions described below.
By default, each user is assigned the role Zuora Insights No Access.
You can create and assign custom roles that combine the following permissions:
|Access Insights|| |
This permission enables users to access the Insights user interface and do the following:
See Using Insights for more information.
|Access and Configuration Insights|| |
In addition to the permissions of Access Insights, this permission enables users to do the following:
See Setup and Administration for more information.