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Insights permissions

The following permissions dictate access within Jack Henry Insights.

Manage Insights
When this permission is granted by a financial institution admin, the Insights button becomes viewable from the Banno Admin menu.
Use AI*
Allows users to access the AI-powered features, such as the Ask AI report creation and Refine your report options.
Use Query Builder*
Allows users to edit a report’s query parameters (metrics, filters, and segments) by granting access to the Builder.
View Insights
Grants the ability for financial institution staff to see the icon within Jack Henry Platform and view dashboards and reports within Jack Henry Insights.
*Note: These permissions will only apply to financial institutions with the Jack Henry Insights Premium add-on (coming soon).

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