Insights for ArcGIS

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 Worker—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. These user types include the Essential Apps Bundle.
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 includes the Essential Apps, Field Apps, and Office Apps bundles and is compatible with an Insights license.
GIS Professional—GIS 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.
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 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 includes 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.

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:


Licensing	View pages	Use Insights	Manage 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 Insights Desktop

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

Resources

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