User Roles

Assigning user roles within an organization and on questions

User roles in an organization

User roles can be specified at an organization level, or at a question level. By default, an organization role will apply to all questions for that user, but more permissive question-level access can be granted by the question creator.

There are four levels of user roles within an organization, ranked from low to high in terms of permissiveness:

A viewer can:

  • View questions
  • Comment on questions
  • Create alerts on questions
  • Save questions as photos

When a viewer logs in, they are automatically directed to the ‘app’ view, which offers a simplified experience focused on interacting with existing questions. They do not see the console screen, tables, joins, or data sources.

A member can do everything a viewer can, AND:

  • Create and copy questions
  • Create and copy dashboards
  • Edit and delete the questions they have created
  • Edit and delete the dashboards they have created
  • Share questions
  • Save data tables as CSVs

When a member logs in, they are also automatically directed to the ‘app’ view, providing a cleaner, more minimalist home screen experience. This streamlined interface is ideal for users who primarily interact with existing questions and dashboards and do not frequently create new content or manage data sources. Members do not see the console screen, tables, joins, or data sources.

To ensure a user sees this intended member view upon login, the following conditions must be met:

  • Single Organization Membership: The user’s account can only be associated with one organization.
  • No Owner or Admin Roles Elsewhere: The user must not hold an Owner or Admin role in any other Zing Data organization. These higher-level roles grant access to the console and data management features, which are intentionally hidden in the member view.

*Please note that a user invited to your organization with the Member role has certain restrictions designed to maintain the simplified, streamlined experience of the member view. If a user invited as a Member is part of multiple organizations or holds an Owner/Admin role elsewhere, their initial login experience might differ from the intended member view.

An editor can do everything a member can, AND:

  • View and query tables
  • Create and copy questions
  • Edit and delete the questions which they are an editor of
  • Share questions and dashboards
  • Save data tables as CSVs

An admin do Everything an Editor can, AND:

  • Invite people to, and remove people from the organization
  • Manage user roles
  • Create, edit, and delete data sources
  • Upgrade, downgrade, or cancel an organizations plan
  • Get Embedded Analytics API Keys
  • Turn on/off external link sharing, the SQL IDE option, and ‘skinning’ options
  • Create AI examples and ghost text to improve natural language performance

Special note for Admins:

  • You can specify a role when you invite users to your organization
  • Only you can add and delete data sources in console or web app

User roles on a question

You can specify user roles when sharing questions with other users.

When a user’s role on a question differs from their role within the organization, the more permissive role will be in effect.