Roles & Permissions
Currently, the platform supports three different user roles -
- Members
- Admins
- Owners
'Members'
- have read-only access.
- cannot edit existing reports, bookmarks, etc.
- can create reports or bookmarks for themselves (for personal analysis), which is viewable only by them.
'Admins'
- have edit access.
- can create teams, reports, invite users, manage their team's resources (e.g reports, bookmarks), etc.
'Owners'
- have the highest level of access
- e.g deactivating users, demoting 'admins', etc.
- typically, the user who created the account is assigned as the "owner".
Below is a table that enumerates the permissions associated with various roles.
| Feature | Member | Admin | Owner |
|---|---|---|---|
| User Management | |||
| View Users | Yes | Yes | Yes |
| Invite Users | No | Yes | Yes |
| Remove Users | No | No | Yes |
| Edit User Role | No | Yes | Yes |
| Team Management | |||
| View Teams | Yes | Yes | Yes |
| Create Teams | No | Yes | Yes |
| Delete Teams | No | Yes | Yes |
| Edit Team | No | Yes | Yes |
| Reports | |||
| Create Reports | Only for individual use. | For teams they are a part of. | For teams they are a part of. |
| Delete Reports | Only Individual Reports. | Individual & Team Reports. | Individual & Team Reports. |
| Edit Reports | Only Individual Reports. | Individual & Team Reports. | Individual & Team Reports. |
| Bookmarks | |||
| Create Bookmark | Only for individual use. | For teams they are a part of. | For teams they are a part of. |
| Delete Bookmarks | Only Individual Bookmarks. | Individual & Team Bookmarks. | Individual & Team Bookmarks. |
| Edit Bookmarks | Only Individual Bookmarks. | Individual & Team Bookmarks. | Individual & Team Bookmarks. |
| Catalog Management | |||
| Download Catalog CSV | Yes | Yes | Yes |
| Upload Catalog Edits | No | Yes | Yes |
| Source Management | |||
| View Sources | Yes | Yes | Yes |
| Create Source | Yes (for now) (will change) | Yes | Yes |
| Edit Source | Yes (for now) (will change) | Yes | Yes |
| Delete Source | Yes (for now) (will change) | Yes | Yes |
| Appearance Changes (Overall) | |||
| Graph Colors | Yes (for now) (will change) | Yes | Yes |
| Graph Axis | Yes (for now) (will change) | Yes | Yes |
| Account Settings (Individual) | |||
| Dark/Light Mode | Yes | Yes | Yes |
| Email Alerts for Source | Yes | Yes | Yes |
| Email Alerts for New User | Yes | Yes | Yes |