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User Roles

User roles are the most granular level of access control on the platform, determine what exactly individual users can view and do after they log in - for example, whether they can bring data onto the platform, or if they are limited to data consumption.

A single user may have multiple personas and roles, meaning that an Organization Administrator may also function as a Technical. Given this, when setting user roles, it is useful to consider what privileges teams and individuals will need to fulfil their job function and organization requirements.

Add or Remove User roles

Adding or removing users roles takes effect immediately.

  1. Click on the Organization logo on the navigation bar.

  2. Click on the three dots > edit user roles next to the user you want to edit.

  3. To add user roles, drag or double click the role from Select User Roles to User Roles.

  4. To remove user roles, drag the role from User Roles to Select User Roles.

  5. Click Save.

Note: You must have an Organization Administrator role to perform this action.

Common User Roles

Organization Administrator: Can invite other users to the organization, define their roles and assign permissions that govern how users can interact with data. They may determine users' ability to publish data assets and products, and create default T&Cs for data products. 

Subscription Administrator: Can view all products released by users and allocate, replace and expire subscriptions for users and organizations.

Ecosystem Administrator: Create organization types, invite organizations, and manage ecosystem subscription plans and T&Cs. They design the Exchange, manage categories and tags, as well as data products created by other organizations. Ecosystem Administrators can also delete data products or assets across any organization. 

Product/Asset Creators: Create and manage data products/assets, as well as share management permissions for assets and products they create. 

Asset Creator (no share): Users can create, use and manage assets on the platform without the ability to directly share the asset by default.

Product Administrator: Can release, delete, and manage data products within their Organization.

Asset Administrator: Can delete and manage assets within their organization.

Technicians: Responsible for adding, updating and deleting Connectors that allow data to be transferred to and from the platform.

Automation Creators: Create and manage automated tasks and code assets that streamline data workflows

Automation Administrators: Manage automated tasks that enhance the speed and efficiency of data sharing and production.

Subscription Administrators: Create, edit and expire subscriptions for products created by users in the same organization.

Secrets Administrator: Create and manage secrets on the platform, such as passwords, API keys and digital certificates.

Transformations Administrator: Create, view and manage transformations on the platform, such as those applied to exports.

Permissions

Full Permission

Permission with limited scope

No Permission

Administrative roles

Permission

Ecosystem Administrator

Organization Administrator

Subscription Administrator

Secrets Administrator

Manage Organization details

platform-wide

within their org

Manage Organization types

Invite users

platform-wide

within their org

Manage user roles 

platform-wide

within their org

View user profiles

View Activity Log

within their org

Create Sub Plan Templates

platform-wide

within their org

Manage Plan Template T&Cs

platform-wide

within their org

Assign ‘managed’ Subscriptions

to products in their org

Manage Subscriptions

platform-wide

Expire Subscriptions

platform-wide

to products in their org

Delete live products

platform-wide

Delete unreleased product

platform-wide

Create and manage secrets

platform-wide

Asset Related roles

Permission

Technician

Asset Creator

Asset Creator (no share)

Asset Admin

Create, edit and manage connectors

Create asset

assets they create

assets they create

View and edit asset

assets they create

assets they create

all assets in org

Share permissions

assets they create

all assets in org

Delete draft asset

assets they create

assets they create

all assets in org

Delete live asset

assets they create

assets they create

all assets in org

Add asset to product

assets they create

assets they create

all assets in org

Release asset

assets they create

assets they create

all assets in org

Product Related roles

Permission

Product Creator

Product Admin

Expire Subscriptions

all products in org

Delete live products

all products in org

Create product

products they create

View and edit product

products they create

all products in org

Share Manage permissions

products they create

all products in org

Delete unreleased product

products they create

all products in org

Release product

all products in org

Automation Related roles

Permission

Automation Creator

Automation Administrator

Transformations Administrator

Create automated tasks and code assets

in their org

 

Manage automated tasks and code assets

tasks/code they create 

in their org

Create, view and manage transformations

in their org

Persona Mapping

The following illustrates the roles that are typically associated with the platform personas. This design varies depending on whether a user also has administrative responsibilities.

Platform Operator

Data Producer

Data Consumer

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