User Roles

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

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

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

What user roles are available

  • Administrator can access and use all the features of the GoodData Portal, manage a workspace’s data and users in the workspace. This role is the most powerful one in the GoodData Portal. Role identifier: adminRole
  • Editor can customize dashboards and reports, and review workspace data. However, editors do not have full access to manage workspace data (for example, editors can review defined workspace variables, but cannot create or modify them). Editors can view the other members in a workspace, but cannot invite new workspace members. Role identifier: editorRole
  • Editor + Invitations has the privileges of the Editor user role with the additional permission to invite users to the workspace. 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 workspace variables. Role identifier: editorUserAdminRole
  • Explorer can access dashboards in a workspace on a view-only basis. The Explorer users can access Analytical Designer*, and create and edit insights. They can also access, create, and edit Dashboards*, and share dashboards they created. The navigation bar is visible, but the Manage page are not available. Role identifier: explorerRole
  • Viewer can access dashboards and Dashboards* in a workspace on a view-only basis. The Viewer users cannot access Analytical Designer. The navigation bar is visible, but the 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 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 workspace on a view-only basis. These users can access Analytical Designer*, and create and edit insights. They can also access, create, and edit Dashboards*, and share dashboards they created. 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 workspace

We recommend that you read the following articles to get acquainted with accessing Analytical Designer and Dashboards:

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.

TasksAdministratorEditorEditor + InvitationsEditor + User AdminExplorerViewerViewer (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 workspaces, dashboards, tabs
Export and print dashboards
View dashboards and all of their contents (insights, 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 insights
Create saved views
Share existing dashboards
Edit existing dashboards, and create new dashboards
Access Dashboards*, and add alerts to KPIs
Edit existing Dashboards*, and create new Dashboards
Access Analytical Designer*
Edit existing insights, and create new insights in Analytical Designer*
View data model, data sets, and workspace elements (facts, attributes, metrics, variables)
Create and manage variables
Create and modify data permissions
Manage relations between data permissions and users
Edit workspace attributes (for example, add drill paths), edit workspace metrics, and create new metrics by aggregating workspace facts
Upload CSV files via CSV Uploader*
Upload CSV files using the LDM Modeler

Create data load processes for a workspace

Modify and delete data load processes for a workspace

Modify a workspace's underlying data model
Delete a workspace
View the other members in a workspace
Invite new users to a workspace
Assign and modify user roles
Disable users
Email messages to other workspace users from within a workspace (see Managing Users in Workspaces)

* If enabled in the workspace

** 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, Dashboards, reports, Analytical Designer insights)
  • Manage a workspace's data (metrics, facts, attributes, workspace model, data sets)
  • Manage data load processes (create, modify, delete) for a workspace
  • Manage users (invite, delete, edit a user's role) in a workspace
  • Delete a workspace
n/aAdministratorAdministrator
  • Access the GoodData Portal directly
  • Access, create, edit, and share Dashboards*, and Analytical Designer* insights
  • View workspace data
  • Export and print dashboards and reports
  • Edit workspace data
  • View or manage the other users in the workspace
  • Invite users to a workspace
  • Manage relations between data permissions and users
  • Create and manage user and workspace variables
  • Manage data load processes (create, modify, delete) for a workspace
  • Upload CSV files using the LDM Modeler
  • Delete a workspace
EditorEditor
  • Access the GoodData Portal directly
  • Access, create, edit, and share Dashboards*, and Analytical Designer* insights
  • View workspace data
  • Export and print dashboards and reports
  • Invite new users to a workspace
  • Edit workspace data
  • View or manage the other users in the workspace
  • Manage relations between data permissions and users
  • Create and manage user and workspace variables
  • Manage data load processes (create, modify, delete) for a workspace
  • Upload CSV files using the LDM Modeler
  • Delete a workspace
Editor + InvitationsEditor + Invitations
  • Access the GoodData Portal directly
  • Access, create, edit, and share Dashboards*, and Analytical Designer* insights
  • View workspace data
  • Export and print dashboards and reports
  • View or manage the other users in the workspace
  • Invite new users to a workspace
  • Manage relations between data permissions and users
  • Create and manage user and workspace variables
  • Edit workspace data
  • Manage data load processes (create, modify, delete) for a workspace
  • Upload CSV files using the LDM Modeler
  • Delete a workspace
Editor + User AdminEditor + User Admin
  • Access the GoodData Portal directly
  • Access dashboards on a view-only basis
  • Access, create, and edit Dashboards* and Analytical Designer* insights
  • Share Dashboards they created
  • Export and print dashboards and reports
  • Edit dashboards and reports
  • View workspace data
  • View or manage the other users in the workspace
  • Invite new users to a workspace
  • Manage relations between data permissions and users
  • Create and manage user and workspace variables
  • Manage data load processes (create, modify, delete) for a workspace
  • Upload CSV files using the LDM Modeler
  • Delete the workspace
ExplorerExplorer
  • Access the GoodData Portal directly
  • Access dashboards on a view-only basis
  • Access Dashboards*, and add alerts to KPIs
  • Export and print dashboards and reports
  • Edit dashboards and reports
  • Edit Dashboards
  • Access Analytical Designer
  • View workspace data
  • View or manage the other users in a workspace
  • Invite new users to a workspace
  • Manage relations between data permissions and users
  • Create and manage user and workspace variables
  • Manage data load processes (create, modify, delete) for a workspace
  • Upload CSV files using the LDM Modeler
  • Delete a workspace

Viewer

Viewer
  • Access the GoodData Portal directly
  • Access dashboards on a view-only basis
  • Access Dashboards*, and add alerts to KPIs
  • Edit dashboards and reports
  • Edit Dashboards
  • Access Analytical Designer
  • View workspace data
  • Export and print dashboards and reports
  • View or manage the other users in a workspace
  • Invite new users to a workspace
  • Manage relations between data permissions and users
  • Create and manage user and workspace variables
  • Manage data load processes (create, modify, delete) for a workspace
  • Upload CSV files using the LDM Modeler
  • Delete a workspace
Viewer (disabled exports)Viewer (disabled exports)
  • Access dashboards on a view-only basis
  • Access, create, and edit Dashboards* and Analytical Designer* insights
  • Share Dashboards they created
  • Export and print dashboards and reports
  • Access the GoodData Portal directly
  • Edit dashboards and reports
  • View workspace data
  • View or manage the other users in a workspace
  • Invite new users to a workspace
  • Manage relations between data permissions and users
  • Create and manage user and workspace variables
  • Manage data load processes (create, modify, delete) for a workspace
  • Upload CSV files using the LDM Modeler
  • Delete a workspace
n/aExplorer (embedded only)
  • Access dashboards on a view-only basis
  • Access 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 workspace data
  • View or manage the other users in a workspace
  • Invite new users to a workspace
  • Manage relations between data permissions and users
  • Create and manage user and workspace variables
  • Manage data load processes (create, modify, delete) for a workspace
  • Upload CSV files using the LDM Modeler
  • Delete a workspace
n/aViewer (embedded only)

* If enabled in the workspace

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.