👮Understanding User Roles

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
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

Builder

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

Editor

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

Viewer

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

Report Viewer

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