How to Manage Insights Access & Permissions

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The following article shows you how to manage user access and permissions for your Insights environment from the ControlUp On-premises (COP) Real-Time_Console.

Manage Insights Access & Permissions

In the console, click ControlUp Insights > User Permissions.
home ribbon with ControlUp Insights and User Permissions selected

You can also click Organization Properties in the menu of the root folder.Organization Properties displayed in the menu of the root folder

In the Organization Properties window, select the Permitted to use ControlUp Insights checkbox for users who have access to Insights.

 Organization Properties window with the Permitted to use ControlUp Insights checkbox selected

Note
If the column is gray, you don't have permission to delegate control here.

To delegate permissions for the Organization Properties window, click the Security Policy pane > Perform organization-wide actions dropdown. The following two Insights permissions are explained in the sections below.

Security Policy pane showing Perform organization-wide actions dropdown with permissions ControlUp Insights - manage access settings and ControlUp Insights - manage user permissions

Note
If the permissions in the Security Policy are gray, you're not authorized to manage the roles. Click Settings > Security to verify the user\group who owns the Roles Manager under Manage Roles Collections.

ControlUp Insights - manage access settings

This permission defines who can access the Insights Access Settings window, and change Insights settings such as enable two-factor authentication, limit access based on IP ranges, domain suffix and SSO, to strengthen the security for your Insights organization.

If you deny users these permissions, the settings will appear to them as gray.Insights Access Settings window

ControlUp Insights - manage user permissions

This permission defines can set who can gran users permission to access Insights. It selects or unselects the Permitted to use ControlUp Insights checkbox for users to access Insights.

The Invite Colleagues to ControlUp Insights feature is also a part of this permission, to invite other users in your organization to access Insights. Note that these users must be registered in ControlUp.Organization Properties window with  Permitted to use ControlUp Insights checkbox selected