Roles

Roles are sets of permissions you can grant to multiple users. If you're going to invite and manage large number of users across multiple datasets, roles can save you time. For example, you might create:

  • A role for each dataset that gives access to just that data set
  • A role that gives access to multiple dashboards
  • A role that only has access to dashboards

  • A role that only has access to an area of the product like Answers


You'll see roles when you invite a new user or edit an existing user's permissions:

Editing Roles

The ability to edit roles is a feature of enterprise accounts only.

Editing a role will change the permissions of all users who have been granted that role. Deleting a role will remove that set of permissions from all users who have been granted that role.

To edit Roles, click "manage roles" in your user menu, or using the button on the "manage users" page.

You will see a list of all roles. The "show custom permissions" toggle will reveal any custom permissions that have been granted to users. As mentioned in How to invite users to Thematic, custom permissions are simply a convenience: Custom permissions will only affect one user. They can be shown here if you need to audit permissions.

Clicking on a role allows you to edit it.

Default Roles

Thematic has 4 default roles you can use (these can also be edited and deleted just like any other role you create):

Dataset Admin

For users who:

  • Should have access to all data sets
  • Should be able to download data from all data sets
  • Should be able to edit the themes for all data sets
  • Might need to upload new data

User Admin

For users who:

  • Should be able to manage and invite other users
  • Should be able to edit roles
  • Note: anyone with the User Admin role can grant themselves access to any data they wish

Analyst

For users who: 

  • Should have access to all your data sets
  • Should be able to download data from all your data sets
  • Should not be able to edit the themes for all your data sets
  • Doesn't need to upload new data
  • Doesn't need to manage and invite other users

Viewer

For users who:

  • Should have access to all your data sets
  • Should not be able to download data from all your data sets
  • Doesn't need to upload new data
  • Doesn't need to manage and invite other users