Roles for collaboration in teams
Roles are how Zweigen controls who may access which data, dashboards, settings, and functions. Owners and admins assign and manage the roles.
These roles exist in Zweigen
| Role | Short overview |
|---|---|
| Owner | Unrestricted access to all functions and settings |
| Admin | Can administer the organization, manage the team, and control permissions |
| Editor | Can create, edit, and delete data sources, data, and dashboards |
| Viewer | Can access the workspace, raw data view, and dashboards and use filters |
The following rights apply unless owners or admins define further restrictions through Manage Access Rights.
Role details
Owner
When you register a new account, you automatically become the Owner of your organization. This does not apply if you join an existing organization through an invitation.
Owners have every right within the organization without restriction.
Admin
Admins have almost the same rights as the Owner. They cannot change the Owner role.
Only Owners and Admins can access and manage the organization's Administration area.
Editor
Editors have full access to data management and dashboards. They can create, edit, and delete data sources, data, and dashboards.
Viewer
Viewers cannot edit anything. They can open the workspace, the raw data view, and dashboards, and they can interact with filters.
Permissions overview
| Function | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| Open Administration | yes | yes | no | no |
| Invite or remove members | yes | yes | no | no |
| Change roles | yes | yes* | no | no |
| Manage data sources | yes | yes | yes | no |
| Create and edit dashboards | yes | yes | yes | no |
| View dashboards | yes | yes | yes | yes |
| Use dashboard filters | yes | yes | yes | yes |
*Admins cannot change the Owner role.
Inviting members into the organization
When Owners or Admins invite new members, they define the role while sending the invitation. The invited person is informed about the role in the invitation email.
How to change a role
- Open Administration through the settings menu in the navigation bar.
- Go to Members and Invitations.
- Click the dropdown next to the member's current role and choose a new role.
You invite new members through the same table by email. When inviting them, you must choose a role.
Related topics
- Manage Access Rights - Restrict data sources and dashboards for specific people
- Manage Access Rights - Restrict data sources and dashboards for specific people
All Data. One system.
Contact
We are happy to help and advise. Send us an email at hi@zweigen.cloud or visit our socials.