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Manage Access Control
This page explain you how you can manage which user of your org can have different rights on Whaly.

User Roles

There are four different user roles in Whaly.

Admin Builder

An admin builder can view / edit / delete everything. Meaning that he has the ability to:
object
right
โ€‹
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
โ€‹

Builder

A builder has essentially the same rights as an owner except for user management.
object
right
โ€‹
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
โ€‹
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
โ€‹
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
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Last modified 19d ago
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User Roles