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Manage Comments & Insights Permissions

Updated today

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

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