1. Managing Permissions
  2. User Roles

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

EntityActionAdminPublisherEditorViewer
Data Sources and SchemaViewxxxx
Createxxx
Editxxx
Deletexx
CustomersViewxxxx
Createxxx
Editxxx
Deletexx
Dashboards and BlueprintsViewxxxx
Createxxx
Editxxx
Deletexx
View Embed Codexxx
Publishxx
Modify Settingsxx
EmailsViewxxxx
Createxx
Editxx
Deletexx
EmailsViewxxxx
Createxx
Editxx
Deletexx
API TokensViewxxxx
Createxxx
Editxx
Deletexx
SettingsView Team Membersxxxx
Invite Team Membersx
Remove Team Membersx
Update Admin Settingsx
Update Developer Settingsxx
Update Billing Informationx