To provide employees with view-only access in Insight, you need to enable the below menu options.
To do this, follow the steps below in Portal.
Enable menu option
To enable view only access, you'll need to adjust the menu options under the menu profile assigned to the users.
From the dashboard menu, select Security Dashboard.
Click Menu Profiles then in the search field, search for the menu profile assigned to the user granting access e.g COREPORTAL_EMPLOYEE.
Click the three-dot icon then click Manage Menu Options.
To filter the systems, click the filter
icon.
From the Filter By System dropdown menu, select All then click Apply.
In the search field, search for the following menu options:
Coreportal-Insight Hide Export Report Data (MAIN_MENU.ANALYTICS_EXPORT_REPORT_DATA)
Coreportal-Insight View Reports (MAIN_MENU.ANALYTICS_VIEW_REPORTS)
Coreportal-Manager HR Analytics (MAIN_MENU.HRANALYTICS)
Enable the toggle for the menu options above.
Assign employee access
After enabling the menu option, verify that the user is assigned the appropriate menu profile. To grant or update access for the user, follow these steps in Portal.
From the dashboard menu, select Security Dashboard.
Click User Management then in the search field, enter the employee number.
From the drop down menu, select All Portal Accounts.
Click the three-dot icon then select Manage Menu Options.
Click Menu Profiles then in the search field, enter relevant menu profile.
Check the employee has the menu profile turned on.