User Roles and Permissions

 

The Three Roles

Organization Admin

• Full access to everything in the workspace
• Manage members: invite, change roles, remove
• Manage connections and integrations
• Manage organization settings
• Create, edit, and delete all objects (datasets, dashboards, flows)

Editor

• Create and edit datasets, dashboards, and flows
• Cannot manage members, connections, or organization settings

Viewer

• Read-only access to dashboards and datasets
• Can use AI Insights to ask questions
• Cannot create, edit, or delete anything

Step 1: View Current Members and Roles

1. Go to Members in the left sidebar
2. See all workspace members and their assigned roles

Step 2: Assign a Role When Inviting

1. Click Add Member
2. Enter the email address
3. Select the role from the dropdown: Organization Admin, Editor, or Viewer
4. Click Add

Step 3: Change an Existing Member's Role

1. Go to Members
2. Find the user in the list
3. Click the role dropdown next to their name
4. Select the new role
5. The change takes effect immediately

Quick Permission Reference

Capability	Organization Admin	Editor	Viewer
View dashboards and data	Yes	Yes	Yes
Use AI Insights	Yes	Yes	Yes
Create/edit datasets	Yes	Yes	No
Create/edit dashboards	Yes	Yes	No
Create/edit flows	Yes	Yes	No
Manage members	Yes	No	No
Manage connections	Yes	No	No
Organization settings	Yes	No	No

Best Practices

• Give Viewer access to stakeholders who only need to see dashboards
• Use Editor for analysts who build datasets and reports
• Limit Organization Admin to the people who manage the workspace and connections
• Remember that connections are organization-level, shared across all workspaces