Member Roles and Access

Our platform uses a role-based access control system to help you manage your team's access to projects and resources.

There are five distinct roles, listed here from the highest (most permissions) to the lowest (fewest permissions):

1. Owner

2. Editor

3. Member

4. Viewer

5. Chat User

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Role Details

Owner (Full Access)

The Owner has unrestricted access to all project features, settings, and billing information. This is the only role that can manage subscriptions and delete the project.

Key permissions:

• Manage billing and subscription plans.

• Delete the project.

• Manage all members, including assigning or removing other Owners.

• Edit all project settings.

• Full create, read, update, and delete access to all project resources (Data Sources, Dashboards, Automations, etc.).

Editor (Full Content Access)

The Editor has full control over all project resources except for billing, project deletion, and top-level member management. This role is ideal for team leads or primary contributors.

Key permissions:

• Create, read, update, and delete:

  • Data Sources

  • Data Blocks

  • Custom Metrics

  • Dashboards

  • Automations

• Manage project settings.

• Manage members with roles of Member, Viewer, and Chat User.

• Read and write to Chat.

Limitations:

• Cannot manage billing or subscription.

• Cannot delete the project.

• Cannot assign or remove the Owner or Editor roles.

Member (Standard Access)

The Member role is for team members who need to view project data and collaborate in chat, but should not edit core resources.

Key permissions:

• Read all project resources (Data Sources, Data Blocks, Dashboards, etc.).

• View project members and settings.

• Read and write to Chat.

Limitations:

• Cannot create, update, or delete any resources (except for chat messages).

• Cannot manage project settings or members.

Viewer (Read-Only Access)

The Viewer role is a limited, read-only role intended for stakeholders who only need to see project information and dashboards.

Key permissions:

• Read project information.

• View dashboards.

Limitations:

• Cannot modify any content.

• Cannot access or participate in Chat.

• Cannot view other resources like Data Sources or Automations.

Chat User (Chat-Only Access)

The Chat User role is a highly limited role focused exclusively on collaboration within the Chat feature.

Key permissions:

• Read and write to Chat.

• Read basic project information.

Limitations:

• Cannot access or view any other project resources like Dashboards, Data Blocks, or Automations.

Resource	Owner	Editor	Member	Viewer	Chat User
Billing & Subscription	Manage	None	None	None	None
Project (Delete)	Manage	None	None	None	None
Project Settings	Manage	Manage	Read-Only	Read-Only	Read-Only
Member Management	Manage All	Manage*	Read-Only	Read-Only	Read-Only
Data Sources	Full Access	Full Access	Read-Only	None	None
Data Blocks	Full Access	Full Access	Read-Only	None	None
Custom Metrics	Full Access	Full Access	Read-Only	None	None
Dashboards	Full Access	Full Access	Read-Only	Read-Only	None
Automations	Full Access	Full Access	Read-Only	None	None
Chat	Read & Write	Read & Write	Read & Write	None	Read & Write