Administering Discovery Agent

Administering the Discovery Agent involves:

Activating it by enabling cross-region data processing.
Setting permissions for users to work with insight triggers and to access feeds. Some permissions can be configured both by tenant administrators and users, and others are configured by tenant administrators only.

Activating Discovery Agent

To activate Discovery Agent, cross-region data processing needs to be enabled for the Qlik Cloud tenant. Cross-region data processing authorizes the tenant to send some data temporarily to other Qlik Cloud regions for generative AI interactions.

Enabling cross-region data processing is done by a tenant administrator.

For more information, see Enabling cross-region data processing.

Discovery Agent permissions

To work with Discovery Agent, you may need one or both of the following:

Administrator-assigned permissions: Only needed for users who are configuring the insight triggers.
Space permissions: Always needed.

Administrator-assigned permissions

The following administrator-assigned permissions are required depending on the action. Tenant administrators set these permissions in the User Default and custom security roles.

To create and manage insight triggers, the user needs the Insight triggers permission set to Allowed. This permission is available under Content types > Applications.
To explore and act upon insights in the feed, the user needs the Insights feed permission set to Allowed. This permission is available under Content types > Applications.

For more information, see:

Roles and permissions for users and administrators (capacity-based subscriptions)
Roles and permissions for users and administrators (capacity-based subscriptions)
Roles and permissions for users and administrators (Qlik Anonymous Access subscriptions)

A list of all available User Default and custom role permissions can be found at:

Permissions in User Default and custom roles (capacity-based subscriptions)
Permissions in User Default and custom roles (user-based subscriptions)
Permissions in User Default and custom roles (Qlik Anonymous Access subscriptions)

If you are creating insight triggers in your personal space, you need the Private Analytics Content Creator role assigned to you as well. This is assigned by a tenant administrator.

Tenant administrators can view insight triggers and all feed insights without additional permissions. They can also create and manage insight triggers in apps they own by adding themselves to the space.

Space permissions

The following sections outline the permissions needed in spaces for working with insight triggers and feeds. These permissions are required in addition to the corresponding Administrator-assigned permissions.

Professional users

Discovery Agent actions by role in shared spaces – Professional and capacity-based subscription users
Action	Owner (Space)	Can manage	Can edit data in applications	Can edit	Can view	Can consume data
Create and manage insight triggers in the application	Yes	Yes	Yes	Yes	No	No
View insight triggers in the application	Yes	Yes	Yes	Yes	Yes	No
View insights from the application in your feed	Yes	Yes	Yes	Yes	Yes	No

Analyzers

Discovery Agent actions by role in shared spaces – Analyzer users
Action	Owner (Space)	Can manage	Can edit data in applications	Can edit	Can view	Can consume data
Create and manage insight triggers in the application	Yes	Yes	Yes	Yes	No	No
View insight triggers in the application	Yes	Yes	Yes	Yes	No	No
View insights from the application in your feed	Yes	Yes	Yes	Yes	Yes	No

Administrators

Tenant and analytics administrator Discovery Agent actions in a shared space
Action	Tenant and analytics admin supported
Create and manage insight triggers in the application	No
View insight triggers in the application	Yes
View insights from the application in your feed	Yes

Professional users

Discovery Agent actions by role in managed spaces – Professional and capacity-based subscription users
Action	Owner (Space)	Can manage	Can publish	Can contribute	Can view	Has restricted view	Can consume data	Can operate
Create and manage insight triggers in the application	Yes	Yes	No	No	No	No	No	Yes
View insight triggers in the application	Yes	Yes	No	Yes	Yes	Yes	No	Yes
View insights from the application in your feed	Yes	Yes	No	Yes	Yes	Yes	No	Yes

Analyzers

Discovery Agent actions by role in managed spaces – Analyzer users
Action	Owner (Space)	Can manage	Can publish	Can contribute	Can view	Has restricted view	Can consume data	Can operate
Create and manage insight triggers in the application	No	No	No	No	No	No	No	Yes
View insight triggers in the application	Yes	Yes	No	Yes	Yes	Yes	No	Yes
View insights from the application in your feed	Yes	Yes	No	Yes	Yes	Yes	No	Yes

Administrators

Tenant and analytics administrator Discovery Agent actions in a managed space
Action	Tenant and analytics admin supported
Create and manage insight triggers in the application	No
View insight triggers in the application	Yes
View insights from the application in your feed	Yes

Permissions for exploring Discovery Agent insights in Qlik Answers

User permissions for exploring insights in Qlik Answers are governed by Qlik Answers permissions, as well as the permissions for Discovery Agent.

For more information about permissions for Qlik Answers, see Qlik Answers access and permissions.

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Administering Discovery Agent

Activating Discovery Agent

Discovery Agent permissions

Administrator-assigned permissions

Space permissions

Permissions for exploring Discovery Agent insights in Qlik Answers

Discovery Agent

Insight trigger

Feed

Administrator, tenant

Insight trigger

Insight trigger

Insight trigger

Insight trigger

Insight trigger

Insight trigger

Insight trigger

Insight trigger

Insight trigger

Insight trigger

Insight trigger

Insight trigger

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