Skip to main content
All CollectionsProduct GuidesInsight DashboardsHow-To Guides
How to Enable Insight Dashboards for Users in Your Hub
How to Enable Insight Dashboards for Users in Your Hub

Admin users can control which users in your hub have access to Insight Dashboards.

Louis Retief avatar
Written by Louis Retief
Updated over a week ago

📝 Note: Insight Dashboards is available in Hubly's "Business" and "Scale" packages

Access to Insight Dashboards is enabled on a per-user basis. As an admin user, go to your Users list in Hub Settings:

A column labelled Insights shows which users currently have Insight Dashboards enabled. Click on the ellipsis menu for any user without Insight Dashboards currently enabled and select Enable Insights:

A confirmation modal will appear, allowing you to confirm that you’d like to use one of your remaining Insight Dashboard user licenses:

Clicking Enable will turn on Insight Dashboards for this user:

Once you’ve used up all your available Insight Dashboard user licenses, the modal will not allow enabling for any more users. You can disable Insight Dashboards for one user to free up a license and enable them for another:

For any user with Insight Dashboards currently enabled, selecting Disable Insights will revoke access for that user:

Please note: if you disable Insight Dashboards for a user with scheduled content you will also disable the scheduled content. If you disable Insight Dashboards for a user with alerts set, you will also disable the alerts. Re-enabling Insight Dashboards for a user with previously scheduled content or alerts will also re-enable previously scheduled content or alerts.

Need A Hand?

Product Guides

We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.

Need more in-depth help?

If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋‍♂️

Not a Hubly user?

We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!

What's Next?

Did this answer your question?