Now that you have created your own mission report the next step would be to share these insights with your stakeholders/colleagues. There are 2 ways you can do that in Auto Insights; namely, create a schedule or share (if it's an ad-hoc report).

SCHEDULE

What is a schedule?

A schedule is a way where you can receive scheduled updates of a Mission via email. Instant updates at a fixed reporting frequency i.e. 1st Monday each month!

To create a schedule, click on the 'Subscribe' icon at the top right of your screen. You will need to enter your mission first to be able to view this icon.

You can pick custom dates and times based on what works best for you and your team.

There can only be a single day/time selection for each schedule. This means that if you would want to have email updates 2 times a week, you will need to set up 2 separate schedules.

The timezone is defaulted based on your location.

Who can create a custom Schedule?

Only Owners/Editors of the Mission will be able to create new schedules that others can then subscribe to.

Who can subscribe/be subscribed to a custom schedule?

Only users that have a Auto Insights account in the same Organisation and have access to the Mission can get added to the subscription.

Owners/Editors of a Mission can subscribe themselves and select specific users to add/remove from the schedule(s).

As a Viewer, you can choose to subscribe yourself to any schedule that is created on a Mission that you have access to. You can also unsubscribe yourself at any time.

Can I delete/edit a schedule?

Only Owners/Editors have the ability to delete or edit a schedule.

Ensure that there's no users subscribed to the schedule before you delete it.

Why can't I add my colleague to the schedule I created?

You would need to ensure that your colleagues have a Auto Insights login and have access to the mission. Refer to the 'Sharing' section of this article to learn how to share your mission with others.

Can a Mission have more than 1 schedule?

Yes, you can have multiple schedules for different stakeholders groups at different frequencies.

What happens if the Mission gets deleted?

If a mission is deleted by the owner/editor, all schedules tagged to that Mission will get deleted as well.

Can I set permissions for a schedule?

Row based permission do not currently apply for subscriptions.

What are the supported Email Clients?

We support Outlook Desktop 2016 and newer, Outlook 365, Outlook Browser, and Gmail.

Can a schedule be sent on the same day it is created?

Yes, any schedule that is set for the day itself should be set before the time the schedule is created.

This means that if the current time is 3pm, and the schedule is set for 4pm - it will be created. However, if the current time is 5pm and the schedule is set for 4pm, the schedule is only triggered the following day at 4pm.

SHARING

How can I share my Mission with others?

There are 2 ways where you can share a mission with others:

From the Missions landing page, select the mission you would like to share, and click on 'Share’.

Alternatively within a mission, click on 'Share' at the top right corner of the screen. Ensure that you are not in editing mode.

What is the default access setting for a new mission?

When a new mission is created, the default access setting is private. Until you decide to share your mission, it’s only available to you (the creator).

What are the options available for sharing my mission?

You can either share a Mission with specific people by inviting them individually, or you can set your Mission to 'Broadcast to all permitted users'.

If the Mission is set to ‘Broadcast to all permitted users’, it is visible to anyone in your organisation on the Missions Listing/Homepage as long as they have access to at least one of the datasets used for this Mission.

Users that have been added individually by adding their email address won’t require access to any of the datasets.

Once the mission is shared with a group of people, they will receive a summary email (once off). This will introduce them to the Mission that you've shared.

As the owner of the mission, you are able to handle the permission rights at a user level. This means that certain people can have edit permissions, while others have read only permissions.

Users that don’t have access to the underlying dataset of a page won’t be able to see any content on that page. They can, however, request access to the underlying dataset from that page.

An alternative way to share a mission is to comment (mention) your colleague in the comment box. Read here to understand more on the comment function in Auto Insights.

How do I request access?

A user can request access if they encounter any pages within a Mission or within the Mission Summary that say that they do not have access to the underlying dataset for this page.

The user can click the ‘Request access’ button, which will allow them to send an email requesting access to the dataset owner.

Creators/Editors of a Mission can also request access on behalf of users when they are sharing a Mission with them. This will also trigger an email to the dataset owner requesting access for the specified users.

Who can share a mission?

The owner or editor(s) can share a mission by inviting others.

A user with read only (can view) permission can share a link with another user, however that user must:

  • Have access to the dataset, and

  • Be invited to the mission by the owner/an editor

What is required for a teammate to be invited to my mission?

For a teammate to be invited to a Mission, they must have been provided with access to Auto Insights with a valid user account.

What can I do if my teammate does not have access to Auto Insights?

Please reach out to your Auto Insights' organisational admin to set up a profile.

What can I do if my teammate does not have access to the dataset in Auto Insights?

Please reach out to your dataset admin and request for access.

If you have any questions, please contact us at support@hyperanna.com.

Related articles

Introduction to Missions

Collaboration through Missions

Time Comparison

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