User Roles

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
Editor + Invitations has the privileges of the Editor user role with the additional permission to invite users to the project.
Role identifier: editorInviteRole
Editor + User Admin has the privileges of the Editor + Invitations user role with additional permissions to manage relations between data permissions and users and to create and manage user and project variables.
Role identifier: editorUserAdminRole
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
Viewer (disabled exports) has the privileges of the Viewer user role except for the permission to export and print reports or dashboards (but is still allowed to schedule automatic emailing of dashboards as PDF).
Role identifier: readOnlyNoExportRole
(In embedded mode only) Explorer (embedded only) can access dashboards in a project on a view-only basis. These 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) Viewer (embedded 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.

Tasks	Administrator	Editor	Editor + Invitations	Editor + User Admin	Explorer	Viewer	Viewer (disabled exports)	Explorer (embedded only)**	Viewer (embedded 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)	✅	✅	✅	✅	❌	❌	❌	❌	❌
Create and manage variables	✅	❌	❌	✅	❌	❌	❌	❌	❌
Create and modify data permissions	✅	❌	❌	❌	❌	❌	❌	❌	❌
Manage relations between data permissions and users	✅	❌	❌	✅	❌	❌	❌	❌	❌
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* ^x	✅	✅	✅	✅	✅	❌	❌	❌	❌
Upload CSV files using the LDM Modeler	✅	❌	❌	❌	❌	❌	❌	❌	❌
Create data load processes for a project	✅	❌	❌	❌	❌	❌	❌	❌	❌
Modify and delete data load processes for 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	✅	❌	❌	✅	❌	❌	❌	❌	❌
Disable users	✅	❌	❌	✅	❌	❌	❌	❌	❌
Email messages to other project users from within a project (see Managing Users in Workspaces)	✅	❌	❌	❌	❌	❌	❌	❌	❌

* If enabled in the project

** Only in embedded mode

^x CSV Uploader is available only for Growth and Enterprise plans.

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 data load processes (create, modify, delete) for a project Manage users (invite, delete, edit a user's role) in a project Delete a project	n/a	Administrator	Administrator
Access the GoodData Portal directly Access, create, and edit dashboards, reports, KPI dashboards, and Analytical Designer insights Upload CSV files using CSV Uploader* View project data Export and print dashboards and reports	Edit project data View or manage the other users in the project Invite users to a project Manage relations between data permissions and users Create and manage user and project variables Manage data load processes (create, modify, delete) for a project Upload CSV files using the LDM Modeler Delete a project	Editor	Editor
Access the GoodData Portal directly Access, create, and edit dashboards, reports, KPI dashboards, and Analytical Designer insights Upload CSV files using CSV Uploader* View project data Export and print dashboards and reports Invite new users to a project	Edit project data View or manage the other users in the project Manage relations between data permissions and users Create and manage user and project variables Manage data load processes (create, modify, delete) for a project Upload CSV files using the LDM Modeler Delete a project	Editor + Invitations	Editor + Invitations
Access the GoodData Portal directly Access, create, and edit dashboards, reports, KPI dashboards, and Analytical Designer insights Upload CSV files using CSV Uploader* View project data Export and print dashboards and reports View or manage the other users in the project Invite new users to a project Manage relations between data permissions and users Create and manage user and project variables	Edit project data Manage data load processes (create, modify, delete) for a project Upload CSV files using the LDM Modeler Delete a project	Editor + User Admin	Editor + User Admin
Access the GoodData Portal directly Access dashboards on a view-only basis Access, create, and edit KPI dashboards* and Analytical Designer* insights Upload CSV files using CSV Uploader* Export and print dashboards and reports	Edit dashboards and reports View project data View or manage the other users in the project Invite new users to a project Manage relations between data permissions and users Create and manage user and project variables Manage data load processes (create, modify, delete) for a project Upload CSV files using the LDM Modeler Delete the project	Explorer	Explorer
Access the GoodData Portal directly Access dashboards on a view-only basis Access KPI dashboards*, and add alerts to KPIs Export and print dashboards and reports	Edit dashboards and reports Edit KPI dashboards Access Analytical Designer View project data View or manage the other users in a project Invite new users to a project Manage relations between data permissions and users Create and manage user and project variables Manage data load processes (create, modify, delete) for a project Upload CSV files using CSV Uploader Upload CSV files using the LDM Modeler Delete a project	Viewer	Viewer
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 View project data Export and print dashboards and reports View or manage the other users in a project Invite new users to a project Manage relations between data permissions and users Create and manage user and project variables Manage data load processes (create, modify, delete) for a project Upload CSV files using CSV Uploader Upload CSV files using the LDM Modeler Delete a project	Viewer (disabled exports)	Viewer (disabled exports)
Access dashboards on a view-only basis Access, create, and edit KPI dashboards* and Analytical Designer* insights Export and print dashboards and reports	Access the GoodData Portal directly Edit dashboards and reports View project data View or manage the other users in a project Invite new users to a project Manage relations between data permissions and users Create and manage user and project variables Manage data load processes (create, modify, delete) for a project Upload CSV files using CSV Uploader Upload CSV files using the LDM Modeler Delete a project	n/a	Explorer (embedded only)
Access dashboards on a view-only basis Access KPI dashboards*, and add alerts to KPIs Export and print dashboards and reports	Access the GoodData Portal directly Edit dashboards and reports Access Analytical Designer View project data View or manage the other users in a project Invite new users to a project Manage relations between data permissions and users Create and manage user and project variables Manage data load processes (create, modify, delete) for a project Upload CSV files using CSV Uploader Upload CSV files using the LDM Modeler Delete a project	n/a	Viewer (embedded only)

* If enabled in the project

Custom user roles

If none of the existing user roles does not meet your business requirements, you can request a custom user role. For more information, see Create a Custom User Role.