Controlling Access to Your White-Labeled Dashboards

Manage user roles and permissions to maintain security and control.

Once you've enabled White Label insights as explained in this article, you'll see the Insights section in the left navigation menu. From here, you can manage user access to provide a seamless, branded experience for your clients.  

User Access Management

User Access Management lets you define who can view and interact with your white-labeled dashboards. Admins can add and edit users, assign dashboard access, and set roles to ensure the right permissions are in place. Once you’ve created a white-labeled dashboard, follow these steps to grant client access:

1. Navigate to User Access Management: Go to Intentwise Analytics Cloud > Insights > 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. 

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How Your White-Labeled Dashboards Will Appear

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