Insights Explained
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.
How to Enable Insights
Navigate to Intentwise Analytics Cloud
Go to My Connections
Scroll down to Embedded Dashboards and enable Insights
Once you enable it, you'll see the Insights section in the left navigation menu.
Key Sections Under Insights
My Dashboards: Set up and manage your dashboards.
White Label Settings: Manage your domain settings.
User Access Management: Add and manage the users.
My Dashboards
Steps for setting up dashboards
Navigation: Under Insights, go to "My Dashboards"
Click on "Add 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"
Click Done
Click on View Dashboard
View Dashboards
Choose dashboards, edit users, and export dashboards using the icons
White Label Settings
How to Set White Label
Domain Settings: Add your company name, URL, logo, and more.
Dashboard Settings: Manage your dashboard appearance.
Domain Settings
Add domain settings
Company name: Add your company name
Support email: Add your support email
Domain: Add the URL (and verify)
Logo and favicon: Add your brand logo and favicon
Delete White Label Settings: Clear or delete the white label configuration
Dashboard Settings
User Access Management
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 > Insights > User Management.
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.
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.
Watch the video
How Your White-Labeled Dashboards Will Appear
Login
Your dashboards
Analysts will have access to the "My Dashboards" section
Admins will have access to additional settings like User Access Management and White Label Settings
