User Roles
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
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
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.