The ability of individual organization members to access Insights depends on the privileges they have in the organization. Privileges are determined by the user type, role, and licenses that are assigned to the user.
User types
Organizations assign user types to members based on the members' needs and requirements. Members are assigned a user type when they are invited to the organization. The user type determines the privileges that can be granted to the member through a default or custom role. Each user type also includes access to specific apps.
The following user types are offered:
Storyteller, Viewer, Editor, and Field Worker—Storytellers, Viewers, Editors, and Field Workers can view pages and workbooks that are shared with them by Insights users. These user types are ideal for users who need to view Insights content in a secure environment.
Note:
The Storyteller user type is supported for Insights in ArcGIS Enterprise deployments using ArcGIS Enterprise 10.9.1 and Insights in ArcGIS Online.
For more information on the Storyteller, Viewer, Editor, and Field Worker user types and how they can be used with other ArcGIS apps, see User types, roles, and privileges.
Creator—Creators have all the capabilities required to use Insights, including creating and sharing content and performing analysis, provided they are assigned the appropriate roles and licenses. This user type is compatible with an Insights license.
GIS Professional—GIS Professionals have all the capabilities and apps of the Creator, plus access to ArcGIS Pro (Basic, Standard, or Advanced). This user type is designed for those who need the full suite of GIS apps to perform their work, for example, sharing data between Insights and ArcGIS Pro. The GIS Professional user type is compatible with an Insights license. This user type does not include access to ArcMap and other ArcGIS Desktop products.
For more information on the GIS Professional user type, including level, see User types, roles, and privileges.
Insights Analyst—Insights Analysts have all the capabilities required to use Insights, including creating and sharing content, and performing analysis, provided they are assigned the appropriate roles. Insights Analysts do not require an Insights license. Insights Analysts do not have access to other apps.
Note:
Insights licenses are only included with the Insights Analyst user type. Insights licenses can be purchased and assigned to members who have been granted the Creator or GIS Professional user types.
Roles
A role defines the set of privileges assigned to a member. Members are assigned a role when they are invited to the organization.
The following default roles are available:
Note:
A member's user type determines the default roles that can be assigned to the member. User types compatible with each role are noted below.
- Viewer, Data Editor, and User—These roles allow users to view pages and workbooks that have been shared with the member and join groups owned by the organization. The Viewer role is compatible with all user types. The Data Editor role is compatible with all user types except Viewer. The User role is compatible with the Insights Analyst, Creator, and GIS Professional user types. These roles include the necessary privileges to open Insights in viewer mode.
- Publisher—This role includes the privileges to create content, publish and share data, and perform spatial analysis. The Publisher role is compatible with the Insights Analyst, Creator, and GIS Professional user types and includes all the privileges required to use Insights. The Publisher role is compatible with an Insights license.
- Facilitator—This Facilitator role is available in ArcGIS Online and includes Publisher privileges, plus the ability to invite partnered collaboration members to groups. The Facilitator role is compatible with the Insights Analyst, Creator, and GIS Professional user types and includes all the privileges required to use Insights. The Facilitator role is compatible with an Insights license.
- Administrator—This role includes Publisher privileges plus privileges to manage the organization and other users. An organization must have at least one administrator. However, there is no limit to the number of Administrator roles that can be assigned within an organization. It is recommended that an organization have at least two administrators, while restricting this role to those who require the additional privileges associated with it. The Administrator role is compatible with the Insights Analyst, Creator, and GIS Professional user types and includes all of the privileges required to use Insights. The Administrator role is compatible with an Insights license.
For more information on default roles and their corresponding privileges, see the User types, roles, and privileges topic in the ArcGIS Online help or the ArcGIS Enterprise help.
Licenses
For users who do not have an Insights Analyst user type, an Insights license is required to use Insights.
Shared pages and workbooks from Insights can be viewed by members of the organization with any user type, as long as the items are shared with them.
Examples
The following table outlines some examples of the combination of user types, roles, and app licenses, and the corresponding abilities for the user:
| Licensing | View pages and workbooks | Use Insights | Manage licenses |
|---|---|---|---|
| Yes. Insights can be opened in viewer mode. | No | No |
| Yes. Insights can be opened in viewer mode. | No | Yes |
| Yes | Yes | No |
| Yes | Yes | Yes |
Note:
See Share a page for more information on who can see shared pages.
Licensing in Insights desktop
Insights desktop is available to all Insights in ArcGIS Online and Insights in ArcGIS Enterprise users. Insights desktop is activated using an ArcGIS account that is licensed to use Insights.
Resources
Use the following resources to learn more about applying and using licensing in Insights: