Insights Product Updates

Here’s what’s new and coming soon

July 2026

User Management

Insights Admins can now invite users, set permissions, and update or remove access directly in the Insights dashboard.

  • Invite users fast – Send invitations directly from Insights and get teammates access in minutes. New users can accept their invitation and access Insights without a separate account setup process.
  • Set the right permissions – Customize access based on each team member’s role and responsibilities.
  • Keep access current – Update permissions or remove access whenever your team changes.
View the step-by-step guide

March 2026

Lock payout method

Admins can now lock payout methods at the organization level so every fundraiser follows the same set up
  • Set your payout method once
  • Lock it to prevent changes by group leaders
  • Automatically apply it across all new and future fundraisers
For a step-by-step walkthrough, click here.

Snap! Vault simplifies set up


Insights now lets ADs and Bookkeepers enter their direct deposit information and Know Your Customer (KYC) information once and use it across all fundraisers in their organization. Group Leaders no longer need to fill out individual direct deposit or KYC information! They just confirm the information is correct and they are ready to launch.

Here’s what to expect:

  • Insights users will be prompted through Insights to securely set up their Snap! Vault profile where they will enter their organization’s financial details .
  • From their fundraiser dashboard, Group Leaders will choose either the default bank account submitted by an Insights user, or enter a new one.
  • The default bank account will be auto-selected, but GLs are free to choose another option if they desire.

    • Screenshot of Vault setup

    Simplify fundraiser approvals

    Fundraising approvals and oversight just got easier! The approvals feature enables group leaders to submit fundraiser requests and administrators to approve them with just a few clicks. This upgrade standardizes the administrative approval process, reduces paperwork, and saves time while making it easier for group leaders to launch their next fundraiser—of any kind!

    Click to learn more.

    Screenshot of fundraiser details for approval