MyInsights Studio Users and Roles

With MyInsights Studio, the following users can perform the following tasks:

Content creator – CRM business admin experienced with Salesforce reporting

Creates and tests content

Adds and defines data

Defines the page layout

Deploys pages if granted permission

Admin – Grants deployment permissions to appropriate content creators

End user – CRM user who views and interacts with the deployed MyInsights pages in Veeva CRM