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

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.