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Here is a summary of BI tool permissions for each role:

Role

Can see custom insights added to visible dashboards?

Can add custom widgets to dashboards?

Can create custom insights from “Create widget” button?

Can create custom insights (widgets and reports) from “Create report” button?

Learner

(error)

(error)

(error)

(error)

Curator

(error)

(error)

(error)

(error)

Reporter

✅

✅ *

✅

✅

Learning Designer

(error)

(error)

(error)

(error)

HR

(error)

✅ *

(error)

✅

Admin

✅

✅

✅

✅

Owner

✅

✅

✅

✅

*Reporter and HR roles don’t have widget catalogue access, but will still be able to add a widget to an existing dashboard when using the “Create report” flow and selecting “Save as widget”.

Notes:

Managers without privileged roles above won’t be accessing custom insights and reports nor will be able to create any, at this stage.

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