Roles & Permissions — Walkthrough Guide

Overview

Roles & Permissions let you control what each user can do within the platform. Roles are managed in Settings → Organization → Roles and can be assigned to users during creation or via the Users management page.

Accessing Roles

1. Navigate to Settings from the sidebar.
2. In the left navigation panel, under the Organization section, click "Roles".

What Is a Role?

A Role is a named collection of permissions. Instead of setting permissions per user, you create roles (e.g., "Editor", "Viewer", "Admin") and assign them to users. This makes it easy to manage access at scale.

Default Behavior

If a user has no explicit role assigned (empty permissions), they have full access to everything. Permissions are restrictive — you add a role to limit what a user can do, not to grant access.

Available Permissions

Creating a Role

1. Click "Add Role" or "Create Role" on the Roles page.
2. In the Role Editor Modal, enter:
   • Role Name — A descriptive name (e.g., "Dashboard Viewer", "Data Analyst", "Admin").
   • Permissions — Toggle each permission on or off.
3. Click "Save" to create the role.

Editing a Role

1. Find the role in the Roles list.
2. Click the edit (pencil) icon.
3. Modify the role name or toggle permissions.
4. Click "Save".

Deleting a Role

1. Find the role in the Roles list.
2. Click the delete (trash) icon.
3. Confirm deletion.

Assigning Roles to Users

Roles are assigned in the Users management page:

1. Go to Settings → Organization → Users.
2. Click edit on a user.
3. Select a role from the Role dropdown.
4. Click "Save".

Example Role Configurations

"Viewer" Role

• ✅ view_dashboards
• ❌ Everything else

Use case: Stakeholders who need to see reports but shouldn't modify anything.

"Analyst" Role

• ✅ view_dashboards
• ✅ edit_dashboards
• ✅ run_workflows
• ❌ manage_users, manage_organization, manage_billing

Use case: Data analysts who create dashboards and run workflows but don't manage the organization.

"Admin" Role

• ✅ All permissions

Use case: Organization administrators with full control.

Troubleshooting