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Understanding User Roles
This page explain you how you can manage which user of your org can have different rights on Whaly.
An admin builder can view / edit / delete everything. Meaning that he has the ability to:
object | right | |
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 |
A builder has essentially the same rights as an owner except for user management.
object | right | |
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 |
An editor can create reports in the org, and has access to explorations and reports. He has the ability to:
object | right | |
Users Invite | Read | An editor can view invitations but cannot invite a user. |
User Roles | Read | An editor can view user roles but cannot modify them |
Sources | Read | An editor can view connected sources but cannot modify them. |
Explorations | Read | An editor can view explorations, can run queries but cannot modify anything |
Workbench | No access | An editor doesn't have access to the workbench |
Reports | Read / Create / Update / Delete | An editor can create, read, modify and remove any reports |
A viewer cannot edit anything in the org, but has access to explorations and reports. He has the ability to:
object | right | |
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 |
A report viewer cannot edit anything in the org, and has only access to reports. He has the ability to:
object | right | |
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 1yr ago