Publishing an insights group

You can publish an insights group to the Insight Groups Catalog to make it available to other users. Only administrators can publish insights group content.

  1. Open the smart panel for an application.
  2. Click the Insights icon.
  3. Click the Ellipsis icon and select Publish
  4. On the Settings tab specify the insights group title and description.
  5. On the Translations tab click Add Translation.
    Note: You can also import previously exported translations by clicking Import and selecting the exported zip file.
  6. Select the language, and specify the insights group title and description in the selected language.
  7. Click Add.
  8. Repeat the steps above for additional languages.
  9. On the Permissions select an option to add permissions for a role, functional role, or user.
  10. Type the name of user, role, or functional role in the search field.
  11. Select the user, role, or functional role from the search results.
  12. Specify the Permissions: Disabled, View, Configure.
  13. Repeat these steps for additional users, roles, or groups.
  14. Click Apply.
  15. Review the insights group. You can reopen the Edit Publish Configuration dialog by clicking Edit Publish Configuration.
  16. To add a widget or change the layout click Edit Layout.
  17. Click Save when done editing the layout.
  18. Click Publish to publish the insights group to the Insight Groups Catalog.