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Licensing

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 and app bundles.

The following user types are offered:

  • Viewer, Editor, and Field WorkerViewers, 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. These user types include the Essential Apps Bundle.

    For more information on the Viewer, Editor, and Field Worker user types and how they can be used with other ArcGIS apps, see User types, roles, and privileges.

  • CreatorCreators 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 includes the Essential Apps, Field Apps, and Office Apps bundles and is compatible with an Insights license.

  • GIS ProfessionalGIS Professionals have all the capabilities and app bundles 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 includes the Essential Apps, Field Apps, and Office Apps bundles in addition to ArcGIS Pro and 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 AnalystInsights 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 the Essential Apps Bundle.

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 of the privileges required to use Insights. The Publisher 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 User types, roles, and privileges.

Licenses

For users who do not have an Insights Analyst user type, an Insights license is required in order to use Insights.

Shared pages and workbooks from Insights can be viewed by members of the organization with an Insights license or Essential Apps Bundle (included with all user types).

Examples

The following table outlines some examples of the combination of user types, roles, and app licenses, and the corresponding abilities for the user:

LicensingView pages and workbooksUse InsightsManage licenses
  • User type: Editor
  • Role: User
  • Apps: Essential Apps

Yes. Insights can be opened in viewer mode.

No

No

  • User type: GIS Professional
  • Role: Administrator
  • Apps: Essential Apps

Yes. Insights can be opened in viewer mode.

No

Yes

  • User type: Insights Analyst
  • Role: Publisher
  • Apps: No app licenses required

Yes

Yes

No

  • User type: Creator
  • Role: Administrator
  • Apps: Essential Apps and Insights

Yes

Yes

Yes

Note:

See Share a page for more information on who can see shared pages.

Licensing in ArcGIS Enterprise 10.6.1 and earlier

Levels

The following levels are offered for ArcGIS Enterprise 10.6.1 or earlier:

  • Level 1 membership is for members who only need privileges to view content that has been shared with them through the organization, as well as join groups within the organization. Level 1 users can view shared pages and workbooks.
  • Level 2 membership is for members who need to view, create, and share content and own groups, in addition to other tasks. Level 2 users have all of the capabilities needed to use Insights, provided they are assigned the appropriate roles and licenses.

Roles

The following default roles are available for Insights 3.3, 3.2, or earlier:

Note:

A member's level determines the default roles that can be assigned to the member. Levels compatible with each role are noted below.

  • Viewer 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 level 1 and 2 accounts. The User role is compatible with level 2 accounts.
  • Publisher—This role includes the privileges to create content, publish and share data, and perform spatial analysis. The Publisher role is compatible with level 2 accounts and includes all of the privileges required to use Insights. The Publisher 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 level 2 accounts and includes all of the privileges required to use Insights. The Administrator role is compatible with an Insights license.

Licenses

An Insights license is required to use Insights. No additional licenses are required to view shared pages and workbooks.

Example

The following table outlines some examples of the combination of levels, roles, and app licenses, and the corresponding abilities for the user in ArcGIS Enterprise 10.6.1 and earlier:

LicensingView pages and workbooksUse InsightsManage licenses
  • User: Level 1
  • Role: User
  • Licenses: None

Yes. Insights can be opened in viewer mode.

No

No

  • User: Level 2
  • Role: Administrator
  • Licenses: None

Yes. Insights can be opened in viewer mode.

No

Yes

  • User: Level 2
  • Role: Publisher
  • Licenses: Insights

Yes

Yes

No

  • User: Level 2
  • Role: Administrator
  • Licenses: Insights

Yes

Yes

Yes

Licensing in Insights Local

Insights Local is currently in a closed beta, but is available to all Insights Online and Insights Enterprise users. All Insights Local beta licenses expire on December 31, 2019.

Resources

Use the following resources to learn more about applying and using licensing in Insights: