Share Insights
Share a Mission
There are multiple ways you can share a Mission...
Use 1 of the Share buttons.
Create a subscription (schedule). See the Schedule Missions article to learn about this method.
Send via email.
Share Buttons
From the Missions landing page, select the Mission you want to share and select the Share icon or the Send via Email icon.
Or, within a Mission, select Share at the top right-hand corner of the screen.
The Share Mission window displays.
Note
The Broadcast functionality is no longer supported in Auto Insights for any new or existing Missions.
Existing Broadcast Missions must be manually migrated to become fully supported assets in the Library. For more information, go to Broadcast Mission FAQ.
Once you share a Mission with a group of people, they receive a summary email. This introduces them to the Mission that you’ve shared.
Broadcast Mission Frequently Asked Questions
What happens if I don't manually migrate a broadcast Mission:
Will the broadcast Mission be deleted?
No. The broadcast Mission will not be deleted.
Will it be migrated automatically?
Yes. It will be automatically converted into a private Mission.
What if I haven't created any groups in AAC yet?
That's okay. You can create groups later and share the Mission once they're available.
Permissions
As the owner of the Mission, you can handle the permission rights at a user level. This means certain people can have edit permissions, while others have read-only (Can View) permissions.
Users who don’t have access to the underlying dataset of a page aren’t able to see any content on that page. You’ll see a notification that Dataset access is required. Select Request to send a request for access to the dataset admin. Auto Insights sends an email to each admin of that dataset.
An alternative way to share a Mission is to comment (@mention) your colleague in the comment box. Read Collaboration through Missions to understand more about the comment function in Auto Insights.
Default Access Setting
When you create a new Mission, the default access setting is private. Until you decide to share your Mission, it’s only available to you (the creator).
Request Access
If you encounter any pages within a Mission that say, “You do not have access to the underlying dataset for this page,” you can request access. Select Request access to send an email requesting access to the dataset owner.
Creators, Editors, and Viewers of a Mission can also request access on behalf of users when they share a Mission. This request triggers an email to the dataset owner requesting access for the specified users.
Frequently Asked Questions
What can I do if my teammate can’t access the dataset?
As part of the invitation process, you can request dataset access to specific datasets on behalf of the people you invite. These requests go out to the dataset owners, and it is up to them to approve or deny the new users’ access.
What level of Mission permission can I give a user?
Editors or Owners of a Mission can invite new users and give them view or edit access to a Mission.
Viewers of a Mission can invite new users and only give them view access.
Who can delete a new user?
Editors and Owners can remove a pending new user from the Mission while viewers can’t. This does not remove the user from Auto Insights, but only from that Mission.
Org Admins can delete users from Auto Insights in the Admin Portal.
To which datasets do new users have access?
Everyone invited to your organization automatically has access to all Sample and Public datasets. However, as part of the invitation process, you can request dataset access to specific datasets on behalf of the users you invite. These requests go out to the dataset owners, and it’s up to them to approve or deny access to the datasets for the new users.
What if I accidentally invited the wrong person?
You can contact your Organization Admin, who can delete the user in the Admin Portal.
Send Email
To share a Mission via email...
From a Mission’s Summary page, select Send via Email. The Send Insight email window opens.
Search for the name or email of the user to email, then select Add user.
Select Send Now. Auto Insights sends an email immediately.
(Optional) If you’d like to send the email on a scheduled basis, select Create subscription.
