Intentwise

The Insights tab provides a streamlined method for accessing and managing your embedded dashboards within the Intentwise platform. By activating this premium feature, you can create a white-labeled application that reflects your brand’s unique identity. This allows you to offer exclusive, branded access to the Insights app for your clients, enhancing both usability and presentation.

Availability: Intentwise Analytics Cloud

In this article, we’ll guide you through enabling Insights for embedded dashboards, setting up dashboards quickly, configuring white label settings, and managing client access.

Scroll down to Embedded Dashboards and enable Insights 

Once you enable it, you'll see the Insights section in the left navigation menu.

1. Navigate to Intentwise Analytics Cloud
2. Go to My Connections 
   
    
3. Scroll down to Embedded Dashboards and enable Insights 
   
    
4. Once you enable it, you'll see the Insights section in the left navigation menu.
   
    

<a href="#h_b0239cab2e">My Dashboards</a>: Set up and manage your dashboards.

<a href="#h_30260547af">White Label Settings</a>: Manage your domain settings.

<a href="#h_7c06c5605b">User Access Management</a>: Add and manage the users.

1. <a href="#h_b0239cab2e">My Dashboards</a>: Set up and manage your dashboards.
2. <a href="#h_30260547af">White Label Settings</a>: Manage your domain settings.
3. <a href="#h_7c06c5605b">User Access Management</a>: Add and manage the users.

Navigation: Under Insights, go to "My Dashboards"

Select the dashboards and click Continue. You can also preview the dashboards or request custom dashbord from this screen.

Manage users who have access to the dashboards and click "Assign"

Choose dashboards, edit users, and export dashboards using the icons

1. Navigation: Under Insights, go to "My Dashboards"
2. Click on "Add Dashboards"
   
    
3. Select the dashboards and click Continue. You can also preview the dashboards or request custom dashbord from this screen.
   
    
4. Manage users who have access to the dashboards and click "Assign"
   
    
5. Click Done
   
    
6. Click on View Dashboard
   
    
7. View Dashboards
   
    
8. Choose dashboards, edit users, and export dashboards using the icons
   
    

Domain Settings: Add your company name, URL, logo, and more.

Dashboard Settings: Manage your dashboard appearance.

1. Domain Settings: Add your company name, URL, logo, and more.
2. Dashboard Settings: Manage your dashboard appearance.

1. Add a CNAME record to your website DNS settings.  Point the CNAME to “platform-wl.intentwise.com”.  Set the subdomain to anything you prefer, for example analytics.yourdomain.com
2. Disable Proxy Status, then save the record.


Logo and favicon: Add your brand logo and favicon

Delete White Label Settings: Clear or delete the white label configuration

1. Company name: Add your company name
2. Support email: Add your support email 
3. Domain: Add the URL (and verify)
   1. Add a CNAME record to your website DNS settings.  Point the CNAME to “platform-wl.intentwise.com”.  Set the subdomain to anything you prefer, for example analytics.yourdomain.com
   2. Disable Proxy Status, then save the record.

4. Logo and favicon: Add your brand logo and favicon
5. Delete White Label Settings: Clear or delete the white label configuration

Under the User Access Management section, you can add and manage users. Once you’ve created a white-labeled dashboard, follow these steps to grant client access:

Navigate to User Access Management: Go to Intentwise Analytics Cloud &gt; Insights &gt; User Management.

- Click the Add User button. This will redirect you to Account Management in Global Settings where you can add more details.
 
 
- Enter the client's name and email, then select the accounts they should have access to. Before adding the user, make sure to tick the checkbox confirming your authorization of access to critical business information.

- To modify a user’s access, click the pencil icon next to their name and adjust the account permissions as needed.

- You can control which dashboards the user has access to.

1. Navigate to User Access Management: Go to Intentwise Analytics Cloud &gt; Insights &gt; User Management.

2. Add a New User:
 - Click the Add User button. This will redirect you to Account Management in Global Settings where you can add more details.
 
 
 - Enter the client's name and email, then select the accounts they should have access to. Before adding the user, make sure to tick the checkbox confirming your authorization of access to critical business information.
 
 
3. Edit Existing User Access:
 - To modify a user’s access, click the pencil icon next to their name and adjust the account permissions as needed.
 
 - You can control which dashboards the user has access to.

Your client will only need one email to access all the accounts you assign to them. 

Remember, only admins can add and manage users.

How Your White-Labeled Dashboards Will Appear

1. Analysts will have access to the "My Dashboards" section
 
 
2. Admins will have access to additional settings like User Access Management and White Label Settings

1. Login
 
 
2. Your dashboards
 1. Analysts will have access to the "My Dashboards" section
 
 
 2. Admins will have access to additional settings like User Access Management and White Label Settings

Elevate your brand with white-labeled dashboards on Intentwise Analytics Cloud. Embed and brand your dashboards for a custom look.

Insights Explained

How to Enable Insights

Key Sections Under Insights

My Dashboards

Steps for setting up dashboards

White Label Settings

How to Set White Label

Domain Settings

Add domain settings

Dashboard Settings

User Access Management

Watch the video

How Your White-Labeled Dashboards Will Appear