Members: Managing Your Team

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