Who sees which insight
The rules that decide who receives an Advisor insight.
Advisor never shows you more than you could see in BizCortex anyway. The rules are checked when an insight is created, and again every time you open the feed and before any email is sent.
Who can use this
- Owner
- Admin
- Accountant
- Sales
- Purchase
- HR Manager
- Viewer
Fields and options
- Booked package
An insight is shown only when the package of its data is booked. Otherwise nobody sees it.
- Owner and Admin
See every insight.
- Permission of the data
Everybody else sees an insight when their role allows reading the data it is based on (for example invoices or bank accounts) and they have access to the Advisor feed.
- Line managers
An insight about an employee also reaches everybody up that employee's reporting chain, even when their role would not allow the data otherwise.
- Sensitive insights
Performance and sick day insights are visible only to Owner, Admin, HR (people who may edit employees) and the line managers.
- Named recipients
Some insights go to specific people, for example the lead's owner after a call. They are notified when the insight is created, if their role allows the data.
Good to know
- The Advisor feed is available to Owner, Admin, Accountant, Sales, Purchase, HR Manager and Viewer. The Employee and Compliance roles have no feed; employees who manage others receive what concerns their own reports.
- Your status, snooze and feedback on an insight are personal and never visible to others.
Related
- Advisor at a glance
How Advisor finds what needs attention and turns it into insights.
- People checks
Every people check of Advisor, when it triggers and who sees it.