Members: Managing Your Team
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
