Insights Licensing: Creator vs Viewer Seats

  • Updated

Creator vs. Viewer Features

Feature

Creator

Viewer

Create Reports

✅

⛔️

Create Dashboards

✅

⛔️

Save Reports / Dashboards

✅

⛔️

Share Reports / Dashboards

✅

⛔️

Download Data

✅

✅

Schedule Reports / Dashboards

✅

✅

Access ready-to-use Reports / Dashboards

✅

✅

 

Add or Remove User Licenses

  1. Go to Settings > Insights Licensing
  2. Click the ▾ button next to the appropriate license type (viewer or creator), then select a user from the list
  3. To remove a user, click the ⅹ next to their name
  4. Save

View or Request Additional Licenses

  1. Go to Settings > Insights Licensing
  2. Next to each license, you'll see how many licenses are being used and available
    • [# of licenses being used] / [# of licenses available]
  3. To request more licenses, click Request more Licenses
  4. A confirmation message will appear stating your CSM will contact you and send a quote for approval:
    • Additional "Creator" Insights Seats are $1,000 annually 
    • Additional "Viewer" Insights Seats are $299 annually 

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