User Roles and Permissions

Understand the three workspace roles in BEEM — Organization Admin, Editor, and Viewer — and how to assign and manage permissions for your team members.

BEEM uses role-based access control (RBAC) with three workspace-level roles. A single user can hold different roles across multiple workspaces.

The Three Roles

Organization Admin

Full access to everything in the workspace
Manage members: invite, change roles, remove
Manage connections and integrations
Manage organization settings
Create, edit, and delete all objects (datasets, dashboards, flows)

Editor

Create and edit datasets, dashboards, and flows
Cannot manage members, connections, or organization settings

Viewer

Read-only access to dashboards and datasets
Can use AI Insights to ask questions
Cannot create, edit, or delete anything

View Current Members and Roles

Go to Members in the left sidebar
See all workspace members and their assigned roles

Assign a Role When Inviting

Click Add Member
Enter the email address
Select the role from the dropdown: Organization Admin, Editor, or Viewer
Click Add

Change an Existing Member's Role

Go to Members
Find the user in the list
Click the role dropdown next to their name
Select the new role
The change takes effect immediately

Quick Permission 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 the people who manage the workspace and connections
Remember that connections are organization-level, shared across all workspaces

Updated 4 days ago