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
| Capability | Organization Admin | Editor | Viewer |
|---|---|---|---|
| View dashboards and data | Yes | Yes | Yes |
| Use AI Insights | Yes | Yes | Yes |
| Create/edit datasets | Yes | Yes | No |
| Create/edit dashboards | Yes | Yes | No |
| Create/edit flows | Yes | Yes | No |
| Manage members | Yes | No | No |
| Manage connections | Yes | No | No |
| Organization settings | Yes | No | No |
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
Updated 3 months ago
