What This Article Covers
This article explains the permissions related to:
Comments
Insights
Each permission includes:
What access the permission provides
Any dependencies or license requirements
What happens when the permission is turned off
Use this guide when setting up permission sets during implementation or when troubleshooting access questions for your team.
Table of Contents
Comments Permissions
Insights Permissions
Comments Permissions
✅ View Comment Feeds
Controls whether users can view comment feeds and access the Comments inbox.
What this permission allows
View comment feeds across Canopy
Access the Comments inbox
Important considerations
This permission only applies to users with a Client Management license
Other permissions affected
Turning this permission off automatically disables:
All other Comment permissions
When this permission is turned off
The Comments inbox is removed
Comment options are removed from:
Emails
Documents
Tasks
Other users can still @mention the user in comments
✅ Create, Reply, and React to Comments
Controls whether users can participate in comment conversations.
What this permission allows
Create comments
Reply within comment threads
React to comments
@mention team members or teams
Important considerations
This permission only applies to users with a Client Management license
Other permissions affected
Turning this permission off automatically disables:
Edit Comments
When this permission is turned off
Comment feeds are read-only
Users can still:
View comments
Access the Comments inbox
Available actions are limited to:
Mark unread
Set a reminder
✅ Edit Comments
Controls whether users can edit their own comments.
What this permission allows
Edit comments the user has created
Important considerations
This permission is only available when both of the following permissions are enabled:
View Comment Feeds
Create, Reply, and React to Comments
This permission only applies to users with a Client Management license
When this permission is turned off
Users can still:
Create comments
Reply to comments
@mention others
Editing options are removed
Available actions include:
Like comment
Mark as complete
Mark unread
Set a reminder
✅ Remove Team Members from Comment Threads
Controls whether users can remove participants from comment threads.
What this permission allows
Remove team members from comment threads in the Comments inbox
Important considerations
This permission only applies to users with a Client Management license
When this permission is turned off
The Remove option is removed from comment threads
Users can still view the list of participants
Insights Permissions
✅ View Insights
Controls whether users can access the Insights area and view reports.
What this permission allows
Access the Insights page
View existing reports and liveboards
Other permissions affected
Turning this permission off automatically disables:
Create/Edit Insights
When this permission is turned off
The Insights option is removed from the left navigation
Users cannot access reports or liveboards
✅ Create/Edit Insights
Controls whether users can create, edit, and share Insights.
What this permission allows
Create Insights
Edit Insights the user created
Share Insights with others
Important considerations
This permission is only available when View Insights is enabled
When this permission is turned off
Users can only access the Liveboards tab
Users cannot:
Copy Answers within a Liveboard
Users can still:
Create and manage Insight schedules
Share Liveboards
