Roles

Overview

Roles control access across Insight Cloud. A role is a named set of permissions that determines what actions a user is allowed to take across apps, data, AI features, and administrative tools.

Roles help organizations scale access safely by assigning permissions once and reusing them across users and teams. Users can have one or more roles, and roles can be assigned directly or inherited through teams.

Roles page layout

The Roles page shows a permission matrix that lets admins quickly understand and manage access.

How to read the permissions table

• Rows represent permission categories and individual permissions

• Columns represent roles

• Checkmarks indicate which permissions are granted to each role

This layout makes it easy to compare roles and understand differences at a glance.

Permission categories

Permissions are grouped into logical categories to make role management easier.

Default roles

Insight Cloud includes a set of default roles to cover common access patterns.

Creating and editing roles

Admins can create custom roles to match their organization’s structure.

Roles and teams

Best practices

• Start with default roles before creating custom ones

• Use teams to assign roles at scale

• Follow least-privilege principles

• Review roles periodically as your organization grows

• Avoid giving admin permissions unless required