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Learn about Core and Premium Insights user roles and permissions
Learn about Core and Premium Insights user roles and permissions

Learn about the data access levels that users are provided in Core and Premium Insights based on their TravelBank roles

Anna Allen avatar
Written by Anna Allen
Updated today

Purpose

This document describes the different levels of data access that users are provided in Core and Premium Insights based on their roles assigned in the TravelBank platform.

Audience

This article is directed toward TravelBank users with access to Premium Insights and Core Insights.

User roles and permissions

To view and manage your organization’s user roles and permissions, select Company Settings from the left navigation menu, then Employees > Employee Directory.

In the Employee Directory, you can add new users and departments.

The following Table 1 lists the various user roles and the advanced permissions associated with each role related to Core and Premium Insights.

Table 1. Core and Premium Insights user roles and permissions

Role

Advanced Permissions

Organization Administrator (admin)

Admins have the highest level of visibility with access to all the organization reports, dashboards, and data tables. They can view and download data for all the employees in the organization.

Core Insights

  • All data visibility

  • Data download capability

Premium Insights                 

  • All data visibility

  • Access to reporting customization

  • Data download capability

  • Access to curated admin reports folders

  • Access to organization shared collections to share report with all members of the organization

Finance

Finance team members have the same visibility and controls on data as the admin role. They have access to finance reports, such as reports related to reimbursement and reconciliation, to help them complete their accounting tasks.

Core Insights

  • All data visibility

  • Data download capability

Premium Insights

  • Access to reporting customization

  • Data download capability

  • Access to a curated finance reports folder

  • Access to organization shared collections to share report with all members of the organization

Manager

Users who have been assigned as a manager for at least one employee have access to Premium Insights. Managers have filtered access to all the reports, dashboards, and data tables. They can view the data for all employees who falls under them in the organizational hierarchy, and they can download the data for all the reports in .csv and .xlsx format.

Core Insights

  • Data visibility for employees on their team and users who fall under them in the organizational hierarchy

  • Data download capability

Premium Insights

  • Data visibility for employees on their team and users who fall under them in the organizational hierarchy

  • Access to reporting customization

  • Data download capability

  • Access to organization shared collections to share report with all members of the organization


Need help?

If you need help, contact the TravelBank support team:

  • From the website or mobile app: Open the left navigation menu and select Chat with us.


Publish date: March 14, 2025

Last update: NA

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