Per-profile Insight Settings in the Admin Console
Key Takeaway
Insight Settings apply per profile, and a profile-level configuration takes precedence over the org default. To make a rule apply to all users, turn it on in the org default and in every existing profile-level configuration.
Insight Settings is a page in the Life Sciences Commercial app's Admin Console. It controls how field users capture Medical Insights from their engagements with HCPs and HCOs. You apply the settings to a specific user profile, so each profile gets its own rules about which details are required, which are optional, and which are hidden. Different personas, such as field sales representatives and Medical Science Liaisons, can then capture insights in different ways.
What Insight Settings controls
Medical Insights give field teams a structured way to capture and share insights from HCP and HCO engagements. Insight Settings is where an admin decides what users can add to an insight and which fields must be filled in before the insight can be saved.
The insight capture options sit in the "Mobile-Specific Settings" section of the page, so they shape how users capture insights in the Life Sciences mobile app.