Q. How do I activate Insight Builder?
  • 11 Feb 2022
  • 2 Minutes To Read
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Q. How do I activate Insight Builder?

  • PDF

Insight Builder is an add-on feature that requires a separate Order Form to activate. See Billing and Invoices (Analyst Users section) for information on how billing is handled for Insight Builder. 

Complete the Insight Builder Order Form to start the process of activating Insight Builder. Feel free to reach out to your CSM (if you have one) if you prefer to work with them to begin the process. Otherwise, complete and submit a form and we will reach out to you.

FAQs 

How do I sign up?

  • You can use this form to start the Insight Builder process. Once submitted, someone from Gladly will be in touch with an Order Form and instructions on access. See Billing and Invoices (Analyst Users section) for information on how billing is handled for Insight Builder.

How many Analyst users do I need to have?

  • To activate Insight Builder, you will need to sign up for at least one Analyst user role.

What is the cost to use Insight Builder?

  • The charge for Insight Builder is based on the Analyst User license count. The cost per license is $240/Analyst user/month.

How long do I need to sign up for?

  • The Insight Builder Order Form will begin on the Start Date you choose until your next Gladly renewal date.

Is there a deadline?

  • No, you can schedule your Start Date at any time that is convenient for you.

Can I just start by adding Analyst users within Gladly?

  • Gladly needs to activate Insight Builder for your organization first. Once that is complete, you can then add the Analyst user role to a current or new Gladly user.

Are Analysts billed like other (Support or Task) users?

  • Analysts will be billed based on the number of users you have given that role, even if they are not actively creating reports. In other words, billing will be based on the role, not the activity. Analyst billing is additive to any other role. In the rare case that an Analyst is also a Support user, they would be billed for both. See Billing and Invoices (Analyst Users section) for information on how billing is handled for Insight Builder. 

What about managers who need to see, but not build, reports? Is there a charge for them?

  • No, read-only reports and dashboards can be shared with any user who has access to reports at no additional cost.

What happens if we decide to deactivate Insight Builder?

  • Reports and dashboards created by Analysts will no longer be available once Insight Builder is deactivated.



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