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Access Control
This page explain you how you can manage which user of your org can have different rights on Whaly.
User Roles
Admin Builder
An admin builder can view / edit / delete everything. Meaning that he has the ability to:
object
right
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Users Invite
Read / Create
An admin builder can invite whoever he wants in the org and give them the appropriate role
User Roles
Read / Create / Update / Delete
An admin builder can change any user role to the role he judges the most appropriate
Sources
Read / Connect / Update / Delete
An admin builder can connect any source to its org and remove sources that were previously connected or change the config.
Explorations
Read / Create / Update / Delete
An admin builder can create, read, modify and remove any exploration
Workbench
Read / Create / Update / Delete
An admin builder can access the workbench, create, remove columns and add formulas, rollups, and lookups
Reports
Read / Create / Update / Delete
An admin builder can create, read, modify and remove any reports
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Builder
A builder has essentially the same rights as an owner except for user management.
object
right
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Users Invite
Read
A builder can view invitations but cannot invite a user.
User Roles
Read
A builder can view user roles but cannot modify them
Sources
Read / Connect / Update / Delete
A builder can connect any source to its org and remove sources that were previously connected or change the config.
Explorations
Read / Create / Update / Delete
A builder can create, read, modify and remove any exploration
Workbench
Read / Create / Update / Delete
A builder can access the workbench, create, remove columns and add formulas, rollups, and lookups
Reports
Read / Create / Update / Delete
A builder can create, read, modify and remove any reports
Viewer
A viewer cannot edit anything in the org, but has access to explorations and reports. He has the ability to:
object
right
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Users Invite
Read
A viewer can view invitations but cannot invite a user.
User Roles
Read
A viewer can view user roles but cannot modify them
Sources
Read
A viewer can view connected sources but cannot modify them.
Explorations
Read
A viewer can view explorations, can run queries but cannot modify anything
Workbench
no access
A viewer doesn't have access to the workbench
Reports
Read
A viewer can access reports but cannot modify nor delete them
Report Viewer
A report viewer cannot edit anything in the org, and has only access to reports. He has the ability to:
object
right
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Users Invite
Read
A report viewer can view invitations but cannot invite a user.
User Roles
Read
A report viewer can view user roles but cannot modify them
Sources
Read
A report viewer can view connected sources but cannot modify them.
Explorations
No access
A report viewer doesn't have access to explorations
Workbench
No access
A report viewer doesn't have access to the workbench
Reports
Read
A report viewer can access reports but cannot modify nor delete them
Last modified 20d ago
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User Roles