Managing Permissions
User Roles
Manage your users’ permissions in Explo
Use roles to control what your users can see and do in Explo. Each user
is assigned to a role when you invite them, and that role can be reassigned
via the team members page. Explo supports four roles:
- Admin
- Publisher
- Editor
- Viewer
High Level Role Breakdown
Note that each role has the permissions of the roles before it, e.g. the Publisher role has all the permisisons of the Viewer and Editor roles.Assign someone to be a viewer if
- You want them to only be able to see your data (dashboards, data sources, customers, blueprints) in Explo
- You do not want them to be able to make any modifications at all to your data
Assign someone to be an editor if
- You want them to be able to create new data (dashboards, data sources, customers, blueprints) in Explo
- You want them to be able to make edits to this data BUT you don’t want them to be able to make these edits visible to customers via publishing
- You want them to be able to develop your embed locally without affecting your production dashboards
Assign someone to be a publisher if
- You want them to be able to manage your productionalized dashboards via publishing and settings such as internationalization and email management
- You want them to be able to delete data (dashboards, data sources, customers, blueprints) from Explo
Assign someone to be an admin if
- You want them to be able to control team settings, such as member invites, roles, and billing
Table of Permissions
| Entity | Action | Admin | Publisher | Editor | Viewer |
|---|---|---|---|---|---|
| Data Sources and Schema | View | x | x | x | x |
| Create | x | x | x | ||
| Edit | x | x | x | ||
| Delete | x | x | |||
| Customers | View | x | x | x | x |
| Create | x | x | x | ||
| Edit | x | x | x | ||
| Delete | x | x | |||
| Dashboards, Report Builders, and Data Shares | View | x | x | x | x |
| Create | x | x | x | ||
| Edit | x | x | x | ||
| Delete | x | x | |||
| View Embed Code | x | x | x | ||
| Publish | x | x | |||
| Modify Settings | x | x | |||
| Custom Styles | View | x | x | x | x |
| Create | x | x | |||
| Edit | x | x | |||
| Delete | x | x | |||
| API Tokens | View | x | |||
| Create | x | ||||
| Edit | x | ||||
| Delete | x | ||||
| Settings | View Team Members | x | x | x | x |
| Invite Team Members | x | ||||
| Remove Team Members | x | ||||
| Update Admin Settings | x | ||||
| Update Developer Settings | x | x | |||
| Update Billing Information | x |