As an admin or editor in Playwise HQ, you are responsible for reviewing the competitive intelligence your team submits through field insights. When a team member shares an observation about a competitor — whether it is a pricing change, a product update, or feedback from a prospect — you decide whether that insight is accurate, relevant, and ready to be shared with the wider team.
Your role as a reviewer ensures that only high-quality, verified intelligence appears on your team’s battlecards. You can approve valuable insights to make them visible to all users, reject inaccurate submissions to maintain trust in your data, edit content to improve clarity, or mark insights as incorporated once you have added their content directly to the battlecard.
Key benefits
Maintain quality control — Review every submission before it reaches your sales team, ensuring battlecards contain only accurate and relevant intelligence.
Approve valuable insights instantly — Make high-quality submissions visible to the entire team with a single click.
Edit before approving — Correct errors, improve formatting, or add context to an insight before making it public.
Track incorporated intelligence — Mark insights as “incorporated” when their content has been added to the battlecard itself, keeping a clear record of what has been actioned.
Remove outdated or irrelevant submissions — Delete insights that are no longer useful to keep the feed clean and focused.
Only users with an Admin or Editor role can manage field insights. This includes changing an insight’s status, editing its content, and deleting it.
Users with the Viewer role can submit insights and view approved insights, but cannot take any management actions. If you need to manage insights and do not have the appropriate role, contact your account administrator.
As an admin or editor, you see all insights on the Field Insights tab regardless of their status — pending, approved, rejected, and incorporated. This gives you a complete view of all submissions and their current state.
Viewers only see approved insights. Pending, rejected, and incorporated insights are hidden from their view. This means your moderation decisions directly control what your sales team sees.
Submitter information — Avatar (initials), full name, email address, and a relative timestamp (e.g., “2 days ago”).
Insight content — The rich text content the submitter wrote.
Status badge — The current status displayed as a colour-coded badge.
Management menu — A three-dot menu icon (visible only to admins and editors) with actions you can take.
Insight cards are also colour-coded by status — pending insights have an amber background tint, and rejected insights have a red background tint, making it easy to scan the list and identify items that need attention.
A Step by Step Guide on How to Review and Manage Field Insights as an Admin or Editor in Playwise HQ
