User Roles

We offer three types of roles by default: viewer, user and admin.

In case of specific access management requirements you can create your own custom role anytime.

Viewers

As a View only user, you are limited to consuming dashboards only. While you can download data associated with the widgets and run your own ad-hoc analysis on the data contained within the dashboards that you have access to, you will not be able to save or create any dashboards of your own. This role also cannot create any data assets, including data sources or queries. In addition, you will not be able to invite or manage other users or groups.

Notice the menu structure on the left is limited.

Users

User roles can:

• Invite other users
• Create and share dashboards, widgets, queries, datasources, agents
• Create Email Reports
• Create and manage Trigger Notifications
• Create their own groups
• Set Filters (dashboard or user level)

The example below illustrates the User Settings options available to a User.

Admin Users

Admin have all the rights to that of the user, plus the ability to edit/modify other users and their associated rights.

Team management for an Admin viewer:

Custom Roles & Permissions

If the built-in roles don't meet the specific needs of your organization, you can create your own custom roles. Just like built-in roles, you can assign custom roles to users. Custom roles can be shared across all users within the customer. Custom roles can be created using the Roles tab on the User Settings menu.

Custom Role Example

The following shows what a custom role looks like on the UI. This custom role can be used to restrict delete operations among queries/widgets/datasource and many other things.

When you create a custom role, it appears in the roles list with the system flag as false.

Steps to create a custom role

1. Steps to create a custom role
   When you create a custom role, you need to know the provided operations that are available to define your permissions. To view the list of operations, you can use list that is available as soon as your press on Add Role button. Each permissions has a clarification message that explains what the role does, in case you still have questions you contact your product partner and we'll change the message to be more explicit on the matter. To specify permissions that you need simply check them from the list. Remove All & Select All buttons should help you to enable & disable all roles in the list.
2. Create the custom role
   You can use Add Role dialog to create the custom role. Typically, you start with an existing built-in role, copy it and then modify it for your needs. Then you just simply save it and preview created role in the list.
3. Test the custom role
   Once you have your custom role, you have to test it to verify that it works as you expect. If you need to make adjustments later, you can update the custom role.