📁 Insights Folder Permissions Overview

This guide outlines how folders in Insights are structured and the permissions associated with each user role

🔷 1. Corporate Workspace 

• Folder Name Example: CRUNCHTIME

• Franchise: ❌ No Access

• Corporate: ✅ Full Access (Can Manage)

The Corporate Workspace is exclusively for the Corporate team to view & manage.

🔷 2. Shared Workspace

• Folder Name Example: CRUNCHTIME-SHARED

• Franchise: 👁️ View Only

• Corporate: ✅ Full Access (Can Manage)

This workspace serves as a central hub for shared resources. While the Corporate team can update and organize content, Franchise users can only view materials. Additionally, Franchise users can save copies of workbooks to their own Franchise folder or personal folder, where they can make edits as needed.

Note: If you want to place a workbook in the Shared Workspace, it must be moved into the folder. Adding a shortcut will not give other users proper access.

🔷 3. Franchise Workspace

• Folder Name Example: CRUNCHTIME-FR_0001 

• Franchise: ✅ Full Access (Can Manage)

• Corporate: 👁️ View Only

Each Franchise has full control over this workspace.

Note: Just like with the Shared Workspace, if you want a workbook in the Franchise Workspace, it must be moved into the folder, not added as a shortcut.