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Overview

Roles determine what actions users can perform within the platform. Each role has specific permissions that control access to features and settings.

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Available Roles

The platform offers four roles with different permission levels:

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Admin

Description: Full access to all features and settings. Admins can:
  • Manage workspace settings
  • Access all data and analytics
  • Configure sources and destinations
  • Add and remove team members

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Editor

Description: Access to all features and settings, except removing members. Editors can:
  • Manage workspace settings
  • Access all data and analytics
  • Configure sources and destinations
  • Invite new members with Editor role or lower
  • Cannot remove team members

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Analyst

Description: Can only create insights and dashboards. Analysts can:
  • View all data and analytics
  • Create and edit insights and dashboards
  • Invite new members with Analyst role or lower
  • Cannot modify workspace settings, sources or destinations

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Viewer

Description: Read-only access to features and settings without ability to make changes. Viewers can:
  • View data and dashboards
  • Invite new members with Viewer role
  • Cannot make changes to any settings or configurations

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Changing a User’s Role

  1. Navigate to the Members page using the sidebar.
  2. Find the user whose role you want to change.
  3. Click on the Edit icon for the user row.
  4. Select the new role from the dropdown.
  5. Click on Save.

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Best Practices

  • Assign the Admin role only to users who need full administrative access
  • Use Editor roles for team members who need to configure the platform but shouldn’t manage users
  • Assign Analyst roles to team members who work primarily with data and reports
  • Use Viewer roles for stakeholders who only need to see results without making changes