Page tree
Skip to end of metadata
Go to start of metadata

For security and usability, each feature of the GoodData Portal is designed to be available to users based on the project role assigned to the individual user. Each user invited to a project is assigned a role within the project. Roles determine the features available to a project's users, including the pages, tools, and project data.

A user's role can vary between projects. Some areas of the Portal may not be available depending on the user's role. Roles must be assigned on a per-project basis.

Each role is defined by a set of permissions. For more information, see User Roles Permissions.

Contents:

What user roles are available

  • Administrator can access and use all the features of the GoodData Portal, manage a project's data and users in the project.
    This role is the most powerful one in the GoodData Portal.
    Role identifier: adminRole
  • Editor can customize dashboards and reports, and review project data. However, editors do not have full access to manage project data (for example, editors can review defined project variables, but cannot create or modify them). Editors can view the other members in a project, but cannot invite new project members.
    Role identifier: editorRole
  • Explorer can access dashboards in a project on a view-only basis. The Explorer users can access Analytical Designer*, and create and edit insights. They can also access, create, and edit KPI Dashboards*.
    The navigation bar is visible, but the Reports and Manage pages are not available.
    Role identifier: explorerRole
  • Viewer can access dashboards and KPI Dashboards* in a project on a view-only basis. The Viewer users cannot access Analytical Designer.
    The navigation bar is visible, but the Reports, Analyze, Load, and Manage pages are not available.
    Role identifier: readOnlyUserRole
  • (In embedded mode only) Embedded Only Explorer can access dashboards in a project on a view-only basis. The Explorer users can access Analytical Designer*, and create and edit insights. They can also access, create, and edit KPI Dashboards*.
    These users cannot access GoodData Portal through direct login or through an organization's custom portal. The navigation bar is not visible.
    Role identifier: explorerOnlyRole
  • (In embedded mode only) Embedded Dashboard Only users can access only dashboards and only on a view-only basis.
    These users cannot access GoodData Portal through direct login or through an organization's custom portal. The navigation bar is not visible.
    This role is the most restricted one in the GoodData Portal.
    Role identifier: dashboardOnlyRole

* If enabled in the project

We recommend that you read the following articles to get acquainted with accessing Analytical Designer, KPI dashboards, and CSV Uploader.

What tasks each role can and cannot perform

The following table lets you compare the scope of tasks that each user role can or cannot perform.

TasksAdministratorEditorExplorerViewerEmbedded Only Explorer**Embedded Dashboard Only**
Access the GoodData Portal directly (log in)
Submit support tickets to GoodData Support from the GoodData Portal
Access and modify account information and regional number formatting preferences
Delete their own account
Select projects, dashboards, tabs
Export and print dashboards and reports
View dashboards and all of their contents (reports, widgets, and embedded web content) through an external application
Hover over dashboard reports for additional information
Use predefined dashboard filters
Use predefined drill paths in dashboard reports
Create saved views
Edit existing dashboards, and create new dashboards
Edit existing reports, and create new reports
Access KPI dashboards*, and add alerts to KPIs
Edit existing KPI dashboards*, and create new KPI dashboards
Access Analytical Designer*
Edit existing insights, and create new insights in Analytical Designer*
View data model, data sets, and project elements (facts, attributes, metrics, variables)
Edit project attributes (for example, add drill paths), edit project metrics, and create new metrics by aggregating project facts
Upload CSV files via CSV Uploader*
Upload and manage data in a project
Modify a project's underlying data model
Delete a project
View the other members in a project
Invite new users to a project
Assign and modify user roles
Email messages to other project users from within a project (see Managing Users in Projects)

* If enabled in the project

** Only in embedded mode

How you decide what role to assign to a user

The following table lets you decide what role is most suitable for a user depending on what tasks you want this user to be able to perform and what feature of the GoodData Portal you want them to be able to access.

A user can:A user cannot:User role
(non-embedded mode)
User role
(embedded mode)
  • Access the GoodData Portal directly
  • Access and use all the features of the GoodData Portal (dashboards, KPI Dashboards, reports, Analytical Designer insights, CSV Uploader)
  • Manage a project's data (metrics, facts, attributes, project model, data sets)
  • Manage users in the project (invite, delete, edit a user's role)
  • Delete a project
n/aAdministratorAdministrator
  • Access the GoodData Portal directly
  • Access, create, and edit dashboards, reports, KPI dashboards*, and Analytical Designer* insights
  • Access CSV Uploader* and upload CSV files to the project
  • View project data
  • Edit project data
  • View or manage the other users in the project
  • Invite new project users
  • Delete a project
EditorEditor
  • Access the GoodData Portal directly
  • Access dashboards on a view-only basis
  • Access, create, and edit KPI dashboards* and Analytical Designer* insights
  • Access CSV Uploader* and upload CSV files to the project
  • Edit dashboards and reports
  • View project data
  • View or manage the other users in the project
  • Invite new project users
  • Delete the project
ExplorerExplorer
  • Access the GoodData Portal directly
  • Access dashboards on a view-only basis
  • Access KPI dashboards*, and add alerts to KPIs
  • Edit dashboards and reports
  • Edit KPI dashboards
  • Access Analytical Designer
  • Access CSV Uploader and upload CSV files to a project
  • View project data
  • View or manage the other users in a project
  • Invite new project users
  • Delete a project

Viewer

Viewer
  • Access dashboards on a view-only basis
  • Access, create, and edit KPI dashboards* and Analytical Designer* insights
  • Access the GoodData Portal directly
  • Edit dashboards and reports
  • Access CSV Uploader and upload CSV files to the project
  • View project data
  • View or manage the other users in a project
  • Invite new project users
  • Delete a project
n/aEmbedded Only  Explorer**
  • Access dashboards on a view-only basis
  • Access KPI dashboards*, and add alerts to KPIs
  • Access the GoodData Portal directly
  • Edit dashboards and reports
  • Access Analytical Designer
  • Access CSV Uploader and upload CSV files to a project
  • View project data
  • View or manage the other users in a project
  • Invite new project users
  • Delete a project
n/aEmbedded Dashboard Only**

* If enabled in the project