Admin

Admin users have the most expansive application permissions. Admin users can see all funds and obligations, and can add other admins, members, or assignees and select which obligations and tasks members and assignees have access to. Since Admins have access to all funds, they also have access to all obligations and corresponding tasks, subtasks, documents, and activity logs.

Member Role

Member users can view funds and obligations that they are assigned to within Insight. It follows that they can only see tasks, subtasks, documents, and activity logs related to those funds that they have access to. Members can edit their account-related Coming Due Digest settings but no other account information (role and fund access). Lastly, members can create assignee accounts.

Assignee Role

Assignees can only be assigned to tasks and subtasks related to the funds that they had already been granted access to. They can mark those tasks as complete, add to task activity logs, and upload supporting documents to tasks.

Read-Only Role

Read-only users can view and download documents, obligations, and tasks in excel files. They cannot edit or create any obligations, tasks, documents, or funds. They cannot be assigned obligations, tasks, or subtasks.

Legacy User Permissions

Permissions	Admin	Member	Assignee	Read-Only
Create new funds	Yes	No	No	No
Add or remove Member Users	Yes	No	No	No
Add or remove Assignee Users	Yes	No	No	No
Add, edit, or delete LPs	Yes	Yes	No	No
Assign fund level access to Members	Yes	No	No	No
Add or edit documents	Yes	Yes	No	No
Delete documents	No	No	No	No
Add or edit obligations	Yes	Yes	No	No
Delete obligations	Yes	No	No	No
See, edit, update, complete, or assign tasks/subtasks in their assigned funds	Yes	Yes	No	No
Edit, update, complete tasks/subtasks assigned to them	Yes	Yes	Yes	No
See obligations assigned to them	Yes	Yes	No	No
Reassign an obligation assigned to them	Yes	Yes	No	No
Can edit others contact information (name, email address, phone number, company, and time zone)	No	No	No	No

Download a report of fund permissions for all users

Log into Insight using your username and password, which will bring you to the Funds page
Select the Users tab to see the list of Admins, Members, and Assignees in your organization
To download a summary report of fund permissions for all users, click on the Actions drop-down in the upper right corner and select Download All Users

You can then use the Excel export to review the fund permissions and roles of all Insight users for your organization

Related to