Members: Managing Your Team

Learn how to add, remove, and manage team members in your workspace, including assigning roles like Organization Admin, Editor, and Viewer to control permissions.

Control who has access to your workspace and what they can do with role-based access control.

Role Permissions Reference

CapabilityOrganization AdminEditorViewer
View dashboards and dataYesYesYes
Use AI InsightsYesYesYes
Create/edit datasetsYesYesNo
Create/edit dashboardsYesYesNo
Create/edit flowsYesYesNo
Manage membersYesNoNo
Manage connectionsYesNoNo
Organization settingsYesNoNo

Best Practices

  • Give Viewer access to stakeholders who only need to see dashboards
  • Use Editor for analysts who build datasets and reports
  • Limit Organization Admin to people who manage the workspace and connections
  • Remember that connections are organization-level, shared across all workspaces
  • A single user can hold different roles across multiple workspaces